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How do I Integrate My Sharefile Client Vault With My Website?

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Users of Sharefile can enable a client login form for their website by integrating Sharefile Client Vault. The client login form can be added as its own page, or embedded into an existing page.

To learn more about what the Sharefile integration is and what the the benefits are, click here

STEP 1: Log in to your website dashboard (if you don't know how to do that, click here) and click on the Extras tab and Sharefile Client Vault. 

STEP 2: Scroll down to add your Sharefile URL (e.g. https://yourname.sharefile.com). Next, enter the Client login form path to assign a URL path to the login page. To make the link path as user-friendly as possible, keep it in lower cases with dashes (-) instead of spaces (for example, client-login). Finally, click Save.

To learn how to add your new client login page as a menu item, click here.

To learn how to create a link on your website to lead to your new client login page, click here.

If you would like to embed the client login somewhere on your website, submit a support request here.

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