Podio

ShareFile and Podio

January 22, 2024

Contributed by:

P P

ShareFile is an enterprise-ready, easy to use file sharing service.

Here is a video to help explain:

How to link your files from ShareFile to Podio

Click to add files anywhere in Podio. This can be done via the paperclip icon next to the status bar, the “Add files” button in the bottom of the apps or the “Attach files” button on tasks.

Then you’ll get to the file dialogue.

File Dialogue

Here, click to connect file services. Then click the ShareFile logo. Login with your ShareFile account.

ShareFile Podio Login

Now you can search through or browse your ShareFile files and attach them to items, tasks, statuses and messages in Podio.

You can view and edit your ShareFile documents in your browser without downloading the file. Simply hover over the file name, then click “Edit” to open the file in your browser.

ShareFile Link

Please note: You will need an Office365 account in order to access this edit option. Your ShareFile account admin will also need to enable online editing in order for this to be possible. See this article from the ShareFile support site for help enabling this option.

The official version of this content is in English. Some of the Cloud Software Group documentation content is machine translated for your convenience only. Cloud Software Group has no control over machine-translated content, which may contain errors, inaccuracies or unsuitable language. No warranty of any kind, either expressed or implied, is made as to the accuracy, reliability, suitability, or correctness of any translations made from the English original into any other language, or that your Cloud Software Group product or service conforms to any machine translated content, and any warranty provided under the applicable end user license agreement or terms of service, or any other agreement with Cloud Software Group, that the product or service conforms with any documentation shall not apply to the extent that such documentation has been machine translated. Cloud Software Group will not be held responsible for any damage or issues that may arise from using machine-translated content.

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ShareFile and Podio

January 22, 2024

Contributed by:

P P

January 22, 2024

Contributed by:

P P

ShareFile and Podio

How to link your files from ShareFile to Podio

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