Connect mobile form data to ShareFile

TrueContext offers out-of-the-box connectivity with Citrix ShareFile. Field users can automatically send collected data to ShareFile when a form is submitted, and a file stored in ShareFile can also be used as a source of data (ex. parts/price lists, customer info, etc.) in mobile forms, improving form completion speed and accuracy.

Supported formats

Data Destination

Mobile form data collected in the field with TrueContext can be submitted and routed to a ShareFile account. Data can be shared with a team or clients, or kept private. TrueContext can optionally route data to a folder, or a new folder can be dynamically created based on data submitted. The destination implementation supports the ShareFile MetaData API, which allows the TrueContext admin to configure data captured in mobile forms to be written as file metadata in the ShareFile system.

Data Source

TrueContext can also be linked to a ShareFile account as a Data Source. Data hosted in ShareFile (such as price lists, parts lists, customer contact info, etc.) becomes available for input in mobile forms on the TrueContext App. Additionally, with the ShareFile User Group Data Source, ShareFile Distribution Groups allow admins to organize groups of other users.