Document management

m-files

By integrating Hubshare with M-Files, you can enhance your users and clients experience by displaying files in a branded and user-friendly portal. Be more responsive, with access to these documents and the ability to view and download M-Files documents from wherever, whenever. Our M-Files integration allows you to choose which documents you view in Hubshare and allows your clients to upload documents back into M-Files.

Visualfiles

The Hubshare connector for Visualfiles allows firms share documents that are in Visualfiles with their clients via a client hub. By linking a matter with a hub, you can send and receive documents in and out of Visualfiles.

The Hubshare connector for eDocs allows firms to automatically synchronise documents that are in eDocs with each client hub in Hubshare directly from within eDocs. By linking a matter with a hub, both one way and two-way synchronisation is available allowing your clients to be updated as soon as a new document becomes available.

This connector allows firms to automatically synchronise files from within iManage into each client hub. When linking a workspace with a hub, both one way and two-way synchronisations are available, and clients can be updated as soon as a new document is available. The automation mode allows to generate automatically a Hub when a new matter is created in iManage. This connector works with on premises and cloud.

This connector for NetDocuments allows firms to automatically synchronise documents that are in NetDocuments with each client hub in Hubshare. When linking a matter with a hub, both one way or two-way synchronisation are available on folders or saved searches allowing your clients to be updated as soon as a new document is available. This seamless integration helps to unify your documents for ultimate efficiency.

The Hubshare connector for Worldox allows firms to synchronise documents that are in Worldox with each client hub in Hubshare directly from within Worldox. By linking a matter with a hub, and setting a sharing metadata field you can allow one-way synchronisation allowing your clients to be updated as soon as a new document is available.

Electronic signature

Our integration with DocuSign makes it effortless for clients, colleagues, and partners to stay on top of contract negotiations and accelerate transactions. By setting documents for electronic signature with a client hub, you can manage the process in one place for all users. Save time and energy with automated email notifications alerting recipients when a document needs to be signed, allowing them to simply follow a link to sign files in DocuSign and the updated file will automatically be added back into Hubshare.

Authentification

Synchronise your user groups with your Active Directory (AD) to simplify user management. By creating user groups in Hubshare and assigning specific granular rights to them, you can synchronise users from your AD groups into the selected Hubshare group where they will inherit such user rights and save you time.

Control access to Hubshare with options for single sign on making it simple for users to log into their Hub whilst ensuring they stay secure online. This integration also allows automatic passing of login credentials into our iFrames allowing access to other web application via Hubshare, so all your client data is available from one centralised portal.

Editing & Co-editing

Make use of our innovative Microsoft Office connector, by launching files stored in Hubshare from Microsoft applications such as Word, Excel and PowerPoint. Edit and review your documents and save them straight back into Hubshare either as a new version or to replace the original. This encourages a simplified workflow and means files do not need to be downloaded to be edited.

Plugin & Iframe

Centralise your external web-based applications, by displaying them as custom content widgets in your Hub dashboards and provide your clients with access to everything they require in one secure, manageable area. Link financial data onto your dashboard to present budgeting graphs or view social media feeds, the potential is limitless, and the need to track multiple systems in the past.

No longer rely on email to send attachments. Being limited by maximum file sizes can result in split files and numerous email threads that could be lost. Instead, automatically share large files using Hubshare’s Outlook connector. The simple light plugin allows your users to seamlessly share attachments without even thinking about it, whilst making sure they get to their destination all the time.

Implement Hubshare to simplify your workflow