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Upload to ShareFile

How to use ShareFile as part of your Otus integration.

Monica Burke avatar
Written by Monica Burke
Updated this week

Otus uses ShareFile to securely request and/or distribute files to our districts/sites. At certain times, you may be asked to upload a file to ShareFile. The process is as follows:

  • Otus will create a folder for your district/site in ShareFile.

  • Your Otus Client Experience Partner or a member of our Data Team will send an upload request email from ShareFile.

  • When you click the Upload button in the ShareFile email, you will be asked to sign in, or if you do not already have a ShareFile account, you will be prompted to create one.

  • After signing in to your existing account or creating a new ShareFile account, you will see a screen where you can upload files to the secure folder.

  • After selecting the files you wish to upload to your ShareFile folder, don't forget to click the Upload button at the bottom left corner of your screen! Otus will automatically be notified when the upload is complete.

💡 Tip: To ensure data security, any Sharefile links sent from Otus may include limits on the number of times the link can be accessed, and may expire after a period of time. If you need to request a new data upload link, please contact clientdata@otus.com, or reach out to our Support Team using the chat feature in your Otus account.

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