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Generating ShareFile credentials
  • 23 Feb 2022
  • 1 Minute To Read
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Generating ShareFile credentials

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Integrating ShareFile with Whatfix enables you to fetch and display content from your ShareFile repository as contextual links in Self Help and Task List widgets. You can either fetch all the content or only the content in particular folders.

You need the following prerequisites from ShareFile to integrate content with Whatfix:

  1. Client ID
  2. Client Secret
  3. Authorization Code.

In case of confidentiality, you can create a dummy employee account with limited folder permissions to generate the necessary credentials.

Creating a new employee in ShareFile

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Only a ShareFile user with an Admin account can create a new employee ID.

Once you have logged in to your ShareFile Dashboard, use the following steps shown in the slideshow to create a new employee.

Generating Client ID and Client Secret

Use the following steps to generate the necessary credentials in ShareFile,

  1. Log in to the ShareFile API Generator.

  2. In the API Key Generator page, enter the Application name.
    SF_app_name

  3. Select the I don't know or will not use a Redirect URI checkbox. This generates a Redirect URI automatically.
    SF_rediredt_URI

  4. Click Generate API Key.
    sharefile_generate_key.png

  5. Once generated, the credentials and URI are displayed under the Your API Keys section.
    Sharefile_api_keys

Generating Authorization code

Use the following steps to generate the Authorization code,

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The Authorization code generated is valid only for 10 minutes and must be handed over to a Whatfix representative before the code expires.

  1. Copy and paste the following URL in your preferred browser.
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Replace <your_client_id> with the Client ID and <your_redirect_uri> with the Redirect URI generated earlier.

https://secure.sharefile.com/oauth/authorize?response_type=code&client_id=<your_client_id>&redirect_uri=<your _redirect_uri>#Credentials
  1. Log in to the same Sharefile account that you used to create the credentials.

  2. After you log in, copy the URL that appears on your browser.

  3. The value of the code parameter in the URL is the Authorization code.

https://secure.sharefile.com/oauth/oauthcomplete.aspx?code=<Authorization_code_generated>&subdomain=sunenterprise&apicp=sharefile.com&appcp=sharefile.com&pwc=False&h=454Zd6y3cLV+d06bUNzcSSMHVnMIOGtTOAQJD7DtL%2bY%3d


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