ShareFile Catalog

February 23, 2026

Contributed by:

P P P

The ShareFile Catalog is used to find Solutions, Integrations, and Templates for your business.

To access the catalog:

From the ShareFile Dashboard, click the user icon located in the upper right corner of the screen.
Select Catalog from the dropdown options.

Notes:

If you can’t access the ShareFile Catalog, contact your ShareFile administrator.

The Solutions Catalog is not available on Premium Trial accounts.

Solutions

SF start page

ShareFile solutions allow you to create custom tailored spaces to meet your needs. For more information, see ShareFile Solutions.

Integrations

SF start page

Select Install on any of these integrations to install. Once installed, you will be able to export files from ShareFile to your integrated application using the Export action after selecting a file. For more information, see Integrations.

Templates

SF start page

The ShareFile catalog offers pre-configured templates tailored for specific industries, making it easier for our sales team to address customer needs efficiently. See Templates for more information.

Advisory:

Starting September 9, 2025, the EU control plane will no longer support the following integrations:

Salesforce File Export

QuickBooks File Export

FreshBooks File Export

Pipedrive File Export

QuickBooks Document Generator

Salesforce Document Generator

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 Catalog

February 23, 2026

Contributed by:

P P P

February 23, 2026

Contributed by:

P P P

ShareFile Catalog

Solutions

Integrations

Templates

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