- Welcome to the Knowledge Base
- Introduction
- Training
- Getting Started
- Preferences
- Activities
- Cases
- Forecasts & Quotas
- Importing Data
- Leads
-
Marketing
- Introduction to Marketing
- Marketing Campaigns
- Mailing Lists
- Products
- Mailshots
- Upload Library
- Templates
- Using HubSpot with Workbooks
- Event Management
- Compliance Records
-
Spotler Integration
- What is Spotler?
- Navigating your Spotler homepage
- GatorMail
-
GatorLeads / Web Insights
- Tracking Code
- Setting up the Plugin
- Viewing Web Insights Data on your Form Layouts
- Domain Names and Online Activities
- Reporting incorrect Leads created through Web Insights
- Reporting on Web Insights data
- Using UTM Values
- Why aren’t Online Activities being created in the database?
- Why is GatorLeads recording online activities in a foreign language?
- GatorSurvey
- GatorWorkflow
- GatorPopup
- Opportunities
-
Integrations
- Mapping
- Electronic Signing Tools
- Creditsafe Integration
-
Zapier
- Introduction to Zapier
- Available Triggers and Actions
- Linking your Workbooks Account to Zapier
-
Setting up Zaps
- Posted Invoices to Xero Invoices
- Xero payments to Workbooks Tasks
- New Case to Google Drive folder
- New Case to Basecamp Project
- New Workbooks Case to JIRA Ticket
- Jira Issue to new Case
- 123FormBuilder Form Entry to Case
- Eventbrite Attendee to Sales Lead and Task
- Facebook Ad Leads to Sales Leads
- Wufoo Form Entry to Sales Lead
- Posted Credit Note to Task
- QuickBooks Online
- Survey Monkey responses to Tasks
- Multistep Zaps
-
Email Integrations
- Email Dropbox
- Workbooks Exchange Server Sync
- Workbooks Outlook Connector
- RevenueGrid Intelligence and Engage
-
Event & Webinar Integration Tools
- GoToWebinar
- ON24
- Microsoft Office
-
Outreach
- Installation
- Outreach Authentication
- Sync People to Outreach Prospects
- Sync Organisations to Outreach Accounts
- Sync Workbooks Opportunities to Outreach
- Sync Tasks/Activities from Workbooks to Outreach
- Sync Outreach Sequences to Workbooks
- Sync Outreach Sequence States to Workbooks
- Sync Outreach Sequence Step Numbers to Workbooks
- Sync Prospects/Accounts/Opportunities from Outreach to Workbooks
- Sync Outreach Tasks/Calls/Meetings to Workbooks
- Scribe/Workbooks Connector
- RingCentral
- Auditing
- Comments
- People & Organisations
- Projects
-
Reporting
- Introduction to Reporting
- Using Reports
- Charts
- Exporting Reports
- Advanced Reporting
- Report Snapshots
- Dashboards
-
Transaction Documents
-
Introduction to Transaction Documents
- Displaying & Adding Transaction Documents
- Copying Transaction Documents
- Transaction Documents Fields Help
- Transaction Documents Line Items Help
- Printing & Sending Transaction Documents
- Managing Transaction Document Currencies
- Managing Transaction Document Statuses
- Setting a Blank Default Currency on Transaction Documents
- Credit Notes
- Customer Orders
- Invoices
- Quotations
- Supplier Orders
- Contract Management
- Sagelink
-
Introduction to Transaction Documents
- Auditing
-
Configuration
- Introduction to System Administration
- Users & Security
- Preferences
- Database
- Accounting
- Email & Integration
-
Customisation
- Creating & Modifying Picklists
- Theme
-
Record Types
- Creating Custom Fields
- Report-based Custom Fields
- Linked Fields & Reference Fields
- Record Templates
- Form Layouts
- Customising relationships between parties
- Opportunity Stages
- Custom Records
- Automation
- PDF Configuration
- Contact Support
- Releases & Roadmap
SharePoint Integration Settings
This integration has been deprecated due to changes made by Microsoft that prevent Sharepoint from being displayed as an Iframe.
After an administrator has authorised the Workbooks CRM – SharePoint application by accepting authorisation request, the settings for the integration can be configured for use with the desired SharePoint Site. We will do this in 3 steps:
Step 1: Configure SharePoint Site & List
Step 2: Configure Document Folders
Sometimes, when you first use the SharePoint Plugin, you’ll need to wait a few minutes for admin privileges to propagate across Microsoft 365’s services. If this is the case, you’ll see the following message – please try again in a few minutes. If the problem persists, please contact Workbooks Support.
Step 1: Configure SharePoint Site & List
On page 1 of the Plugin, select a SharePoint Site that you wish to integrate Workbooks with. Once selected, the “List” picklist will populate with available SharePoint Lists for the selected Site.
When you’re happy with the settings, click “Update Settings”.
Step 2: Configure Document Folders
On page 2 of the Plugin, you can specify which folders are created by the integration when it is used against an Organisation or Case. Click “+ Add New” and in the popup, provide the following information:
- Folder Name: The name of a top-level folder
- Sub Folder Name: The name of a sub folder that will be located under the top folder name (NOTE: leave blank if configuring a top-level folder above)
- Folder Permissions: There are 4 possible options for setting permissions on folders that are created via the integration
# | Permission | Description |
1 | Default Permissions | Everyone has access |
2 | Owner & Member Access | Removes Visitor access from the folder |
3 | Visitor Access | Removes Member & Owner Access from the folder |
4 | Owner Access Only | Removes Visitor & Member access from the folder |
We’d recommend that “Default Permissions” are applied in most use cases, but they can be overridden as required.
Worked Example:
Consider the example where we need the following folder structure:
- Sales
- Shared with Customer (Sub folder of Sales)
- Proposal Documents (Sub folder of Sales)
- Professional Services
- Customer Data (Sub folder of Professional Services)
Click “+ Add New” for each row in the table below and enter the options provided:
# | Folder Name | Sub Folder Name | Permissions |
1 | Sales | Owner & Member Access (Remove Visitor Access) | |
2 | Sales | Shared with Customer | Default Permissions |
3 | Sales | Proposal Documents | Owner & Member Access (Remove Visitor Access) |
4 | Professional Services | Default Permissions | |
5 | Professional Services | Customer Data | Owner Access Only |
Of course, any of the folders in the list can have Visitors and/or Members Permissions removed – the above is just an example. NOTE: This will only work if Visitors have the Read Permission Level and Members have Edit. It will not work if these permissions have been changed to anything else within your organisation’s configuration of SharePoint.
Once you are happy, click “Update Settings”. You can revisit these settings later if you wish to update the folders that are created, or the permissions that are applied.
Step 3: Complete
The SharePoint integration setup has now been completed. You can close the configuration window now.