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ShareFile

Securely send, store, and share files – plus discover document workflows designed to improve your client experience.

How IdentityCheck works with ShareFile

ShareFile is a cloud-based file storage solution that allows businesses to securely store, synchronize, and share files. It is widely used by professionals in various industries who need to manage their documents efficiently and securely. With ShareFile, users can access their files from any device and share them with colleagues or clients, maintaining a high level of data security and compliance.

Benefits of IdentityCheck for ShareFile Users

IdentityCheck can significantly enhance the functionality of ShareFile by adding a robust ID verification layer. Some possible uses include:

  • Secure file sharing with verified users
  • Compliance with industry regulations requiring ID verification
  • Ensuring the authenticity of collaborators and clients
  • Automating user onboarding processes by verifying identities before granting access to sensitive documents

Setting Up the Integration

Here are the steps to integrate IdentityCheck with ShareFile using Zapier:

  1. Create accounts on both IdentityCheck and ShareFile if you haven’t already.
  2. Sign up for a Zapier account and log in.
  3. In Zapier, click on “Make a Zap” to start creating a new automation workflow.
  4. Select ShareFile as your trigger app and choose a trigger event such as “New File Upload.”
  5. Connect your ShareFile account to Zapier by following the on-screen instructions.
  6. Next, add an action step and search for IdentityCheck in the action app list.
  7. Select the ID verification action you want to perform, such as “Verify ID.”
  8. Connect your IdentityCheck account to Zapier.
  9. Map the necessary data fields from ShareFile to IdentityCheck to configure the ID verification action.
  10. Test your Zap to ensure everything is working correctly and then turn it on.

How to Use the Integration

Once set up, using the ShareFile and IdentityCheck integration is straightforward:

  • Whenever a new file is uploaded to ShareFile, the Zapier integration automatically triggers an ID verification request via IdentityCheck.
  • IdentityCheck processes the ID verification and sends the results back to ShareFile.
  • You can access the verification results directly in ShareFile, allowing you to confirm the identity of the user before sharing sensitive information with them.

This seamless integration ensures that only verified and trusted users can access your ShareFile documents, adding an extra layer of security and compliance.

About ShareFile
Securely send, store, and share files – plus discover document workflows designed to improve your client experience.