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ShareFile
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Remote Upload Forms

September 8, 2025
Contributed by: 
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Remote Upload Forms let you place HTML code on your website that allows visitors to upload files from your website directly into your account. You can specify the folder that uploaded files get saved to, and what additional information to collect from the person uploading files.

Warning:

ShareFile does not provide extra code or advice beyond the provided sample. ShareFile cannot provide customer support for remote upload form code that has been modified beyond the template generated in the web application at the time of creation.

Adding a new form

You can create a form in the ShareFile console by going to Settings > Admin Settings > Advanced Preferences > Remote Upload Forms > Add New Form

Note:

Users must be an employee user with the Manage Remote Upload Forms permission to create a remote upload form.

From the form wizard:

  1. Enter a Form Description - This is the name of the form in the remote upload wizard page of your account. This name is not be shown on the form itself.

  2. Choose Destination - Choose whether to store uploaded files in a specific Folder or a File Drop. If the File Drops feature is enabled on your account, you can designate a created File Drop as the upload destination. When choosing the File Drop option, use the list to choose from a list of File Drops that you have already created.

  3. Choose Upload Folder - Choose the folder where you want uploaded files to be stored. This folder must be a folder in the Shared Folders section of your account. If this folder has not been created yet, you must create it before using the remote upload wizard.

  4. Return users to - When a website is correctly entered into this field, a user that has uploaded a file to the Remote Upload Form is taken to the website chosen. Note that any address in this field requires https:// to function properly.

  5. Request Uploader Info - When checked, users must enter their email, first and last name, and company before adding files to the form. If this box is not checked, uploaders appear as Anonymous.

  6. Custom Fields - You can add more fields using the + Add Custom Field option. You have the option of marking these fields as required.
  7. Click Save and Get Code - You can then copy the raw HTML iframe for your Remote Upload Form.

This code remains available in the Remote Upload Forms section of your account. You can retrieve it by clicking the View Code icon, or delete it from the list by choosing the Remove icon.

Notes:

  • The data filled in the remote upload form is stored as a note against the file that is uploaded on the form.

  • To prevent Remote Upload Forms from expiring, please make sure the account-wide Request Link setting for “Maximum Access Expiration Period” is set to Never prior to creating a Remote Upload Form. More information on this setting can be found here.

FAQ for FINRA enabled accounts

There are a few differences when creating a Remote Upload Form for an account that has FINRA Archiving enabled account.

  • Q - When creating a Remote Upload Form on an Archiving enabled account, why is the Add Custom Field(s) option not available?
    • A - This is intentional.
  • Q - After generating the code for the Remote Upload Form with uploader information required, the page only has the upload space but no fields to enter uploader Information?

    • A - This is intentional. FINRA policy requires all content on an archiving account to be static. Those fields are added to the notes of a file, so they would not be static.

      Those fields are not valid for archiving enabled accounts because they are not in compliance.

Remote Upload Forms
September 8, 2025
Contributed by: 
P
September 8, 2025
Contributed by: 
P

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