ℹ️ The ingestion methods available vary based on the LinkSquares products and services purchased by you. For a list of supported third-party cloud-based storage application ingestion methods available for your account, reach out to your Account Team.
Overview
LinkSquares Analyze integrates with several existing systems to automatically ingest contracts and increase your team's efficiency. Analyze currently integrates with Box, Dropbox, Google Drive, SharePoint, Egnyte, and more.
Note: The ShareFile integration supports pulling in agreements via inbound syncs.
Process
Step 1: Getting Started
If you have discussed syncs during your onboarding process, you will receive an email from team@linksquares.com requesting access to sync. If you would like to enable the sync, contact your Customer Success Manager.
Click on the CLICK TO AUTHORIZE ACCESS button.
This will open a new tab on your browser.
Step 2: Service Selection
Within the new tab, click the Select Folder button.
You will be prompted to select the service that you wish to sync with.
Click Authorize to select Citrix ShareFile from the list of services.
Step 3: Authorization
A modal will require you to authorize your ShareFile account.
If this does not occur, check if your pop-up blocker is disabled for app.linksquares.com.
To get your API Keys and the information above, reference this web page on Get an API Key.
You will be required to input a Redirect URL. Input the following: https://www.workato.com/oauth/callback
Once you set up your API keys, you will get the Client ID and Client Secret. The ShareFile site name will be found in the ShareFile URL.
Note: Only the authorizer can only connect to their Personal Folder.
You will then be asked to enter your credentials for your ShareFile account.
Step 4: Selecting a Folder
The final step to configuring the ShareFile integration is selecting the folder you wish to sync from.
If you would like to select a nested folder, click on the home folder and choose to See Contents.
Folder Authorization Requirements
Users can authorize folders they own or have access to.
After clicking on the folder you want, click Sync with this Folder.
You will see an Authorization Pending page. After a few moments, refresh your browser.
Your sync is complete when you see an Authorization Successful page.
Step 5: Upload
When the Citrix ShareFile integration is fully configured, LinkSquares will begin transferring files from Citrix ShareFile to your LinkSquares account. This can be set to continuous ingestion of files.
Note: If the person who established the sync leaves the organization, the sync between your existing repository and LinkSquares will be broken. Contact support@linksquares.com to re-establish the sync.