SharePoint

Integrate Workbooks Organisations & Cases with a SharePoint Site & List

SharePoint is a Microsoft business collaboration platform offered as part of the Office 365 suite. It allows you to create “Sites”, which give users instant access to content and important documents within an organisation, offering convenient sharing. It comes in multiple versions, which offer, among other features: file versioning, document check-in/check-out, indexing and searching, and integration with other Windows apps. 

From an Organisation or Case record, the integration displays a Sharepoint URL that points to a document storage location of a given Organisation (for Cases, this is the Primary Contact’s Employer). If the folder does not exist, then the integration can automatically create a specified folder structure for that record to allow the business to organise important files & folders directly from within Workbooks.

The Workbooks integration with SharePoint is provided free of charge on our Script Library, however you will be required to purchase an Office 365 Business Licence that includes SharePoint separately, and before you can use the SharePoint Integration with Workbooks, you must configure your SharePoint Site as per the guides provided, otherwise the integration will not work correctly.