How To Use the INF ShareFile Portal

Posted on July 11, 2022 by Stacey Ivol

Do you know that you have 24/7 access to your legal malpractice insurance policies and your completed applications that you filed through Integrity First Corp? All of this information is contained on the Integrity First Corporation online portal. The portal was designed with you in mind and for your convenience. But you’ll never know how convenient this online portal is unless you use it.

In this article, we explain how simple and convenient it actually is to use the portal.

Why do we use the ShareFile portal?

the answer is simple. We want to make your documents as easy for you to get to as possible, while keeping them as safe as we can. ShareFile encrypts everything in this client portal with 256 bit encryption. In non tech speak, that just means your files are really, really safe in our cloud.

Accessing the ShareFile portal

The first thing you’ll want to do is log in to the portal. To do that, you’ll go to integrityfirstins.sharefile.com. You can always find the portal on our website.

Your username is your email address. So you’ll just want to put in your email address, then you’ll want to enter your password. If you forgot your password, you can click on the Forgot Password link. We cover how to reset your password in this article.

Now, click on Sign In and you’ll be taken into the folders that you have access to within the INF ShareFile portal.

As you can see this example user has access to one folder. And they have a renewal month of May, which is 05 then the name of the company, and then the month and date of LPL renewal. Now within the folder itself, you can see that we have the policies and the renewal apps from 2018 all the way up to 2022.

The other thing that we have access to at all times is the INF privacy statement. Anytime you want to see the on a privacy statement, or any policy or renewal that you may have questions about, just click into that document. ShareFile will open it for you, you can view it in this viewer below or you can also download or print the document.

If a client were to call you and ask you for your renewal, or if you are at a closing and they want to see a copy of your policy, all you have to do is hop into ShareFile, click on the policy that you want, download it and send it to them.

The other thing that’s really cool is that you can actually be notified when INF uploads anything into your ShareFile portal. So if you want those emails sent to you, you’ll just click this checkbox in the red square below.

You’ll receive an email anytime INF uploads a policy, renewal, makes a change to the privacy statement or makes any changes whatsoever. It’s not clicked by default because we know that not everyone wants those notices, but if you do, definitely check this checkbox.

If you have any questions on using or entering the portal, please send Stacey Ivol an email at sivol@integrityfirstins.biz or call at 412-563-2106.

ShareFile Portal Perks for INF Clients – 24/7/365 Access for YOU!

Posted on June 19, 2017 by INF_WP_U53r

As an INF client, you have access to the INF ShareFile Portal 24/7/365! This is a huge perk of working with INF. You have all of your data at your fingertips.
However, we have received multiple questions regarding the portal. We hope to clear up any confusion with this post.
Why does INF use ShareFile?
We wanted our clients to have access to their current lawyers professional liability insurance application and policy securely from anywhere at any time. We use our ShareFile portal to make that happen!
ShareFile has the following security features:

Third-party validated application and datacenter controls from SOC 2 and SSAE 16 audits.
Bank-level encryption in transit and at rest.
Two-factor authentication and single sign-on for added security.
Multiple data storage locations around the globe.
99.9 percent uptime and disaster recovery centers in the United States and Europe.

In other words, ShareFile is very secure! INF is highly concerned with protecting your data.
How do I get to the portal?
Go to https://integrityfirstins.sharefile.com and you will be presented with the following screen:

What username should I use?
Your username for the portal is the email address that you have on file with INF. If your email address changes, just let us know and we can change the username for you.
What if I don’t know my password?
Click on the “Forgot Password?” link on the Sign In page.

This will take you to the “Forgot Password” page. It will ask you to enter your email address and to fulfill a CAPTCHA request to prove that you are human.

Once you click “Send”, it will email you a “Password Reset” email from “Sharefile Support”.

Click on the “Reset your password now” link. This will open a browser with the “Reset Password” instructions.

Fill in the required fields and click the “Reset Password” button. This will officially reset your ShareFile password.
What is contained in the portal?
Your portal contains your current lawyers professional liability policy as well as your original application. Additionally, if you have been a customer of INF for more than one year, the portal contains all of your LPL policies and applications since 2015. You can download these pdfs whenever you would like.

I want multiple people in my office to have access to my files. Is that possible?
Yes, it is. Email sivol@integrityfirstins.biz with the person’s name and email address that you would like to add to your portal. They will be added within 48 hours. This can be done with multiple people as well.

Can I access the portal on my mobile device?
Yes, you have TWO ways to access it:
1 – You can get to the portal via the browser on your mobile device
2 – You can download the “Citrix ShareFile for iPhone and iPad” (https://itunes.apple.com/us/app/citrix-sharefile-for-ipad/id440596621?mt=8) app and sign in with your credentials. This app is also available from the Google Play Store (https://play.google.com/store/apps/details?id=com.sharefile.mobile&hl=en) and the Windows Store (http://apps.microsoft.com/windows/en-us/app/sharefile/b7940fda-b088-4af4-869b-e21a737bb26f).
You now can have a copy of your LPL insurance policy with you wherever you go!

Once I’m signed in, how do I download my policy?
Click on “Shared Folders” on the left-hand side menu to bring up your folder structure. Your folder name should contain your LPL expiration date and your firm name. Click on the folder to reveal the contents. This is where your policy is stored. To download the policy (or any document), click on the name of the document. This takes you to a preview screen, where you can see the document. It also gives you a few options on the right-hand side of the screen.

You can download, copy or print the document from here.

I received an email with a ShareFile Attachment from INF. Now what?

Posted on October 26, 2016 by INF_WP_U53r

Integrity First Corporation sends emails with encrypted ShareFile attachments for our clients’ protection. We want to protect YOUR personally identifiable information, or PII, for short. The email will say “This message contains attachments delivered via ShareFile” as shown below:

If you receive an email from INF with an encrypted attachment from Sharefile, DON’T PANIC! Just follow these 4 simple steps and you can retrieve the attachment in a snap:

Step 1 – The email will contain a link to the attachments that says “Download the attachments by clicking here”. Click on the “clicking here” link.

Step 2 – This will take you to the INF ShareFile portal via your browser. As seen in the image below, all of the attachments are selected for download by default. Make sure that only the attachments that you want to download have a check in their checkbox.

Step 3 – Click “Download” and your browser will download the selected files into your “Downloads” folder. Most browsers will show the download file in the bottom menu screen on the left as well.

Step 4 – Open your “Downloads” folder and retrieve your attachments!

Bonus Step 5 (If there are multiple attachments) – When there are multiple attachments, they will download as a zip file. To open the zip file, right-click on it and select “Extract All”.