ShareFile

SmartBid integration for ShareFile

SmartBid is a construction bid management platform (by ConstructConnect) that helps general contractors organize project documents, communicate with subcontractors, and manage the bidding process.

The SmartBid–ShareFile integration lets you connect your ShareFile account to SmartBid so that project files stored in ShareFile are accessible directly within your SmartBid projects. When connected, ShareFile serves as a document source for SmartBid’s online plan room, allowing you to share plans, specifications, and other project documents with subcontractors without duplicating files.

Prerequisites

Before connecting the integration, make sure you have the following:

An active ShareFile account
An active SmartBid account

Connect ShareFile to SmartBid

Perform the following setup within SmartBid:

In SmartBid, navigate to the integrations or storage settings.
Select ShareFile as a cloud storage provider.
Sign in to your ShareFile account and authorize SmartBid to access it.

Once connected, ShareFile becomes available as a document source within SmartBid. Project files can be accessed and managed within SmartBid projects and made available in the plan room for subcontractors.

Common use cases

Centralized document access for bidding — Store project documents in ShareFile and access them within SmartBid without maintaining separate copies.
Sharing project files with subcontractors — Distribute plans and specifications through the SmartBid plan room using files already stored in ShareFile.
Maintaining existing storage workflows — Continue using ShareFile for file storage while using SmartBid for bid management.

Troubleshooting

Issue	Resolution
Documents are not visible in SmartBid	Confirm the integration connection is active in SmartBid settings. Check that the correct ShareFile account was used during authorization.
Files are inaccessible after connecting	Verify that files are available and accessible in ShareFile. Check access permissions in both SmartBid and ShareFile.

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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SmartBid integration for ShareFile

SmartBid integration for ShareFile

Prerequisites

Connect ShareFile to SmartBid

Common use cases

Troubleshooting

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