Using the SharePoint Integration

Once installed, this page gives information on how to use the Workbooks Integration with SharePoint.

Once the SharePoint Plugin has been installed, and configured it can be used from either an Organisation record or a Case record under the SharePoint custom tab.

When the SharePoint tab is clicked, the integration searches for an existing folder if the Sharepoint Folder Id field is populated. If the SharePoint Folder Id is blank, you will see the following message. Otherwise, the Organisation’s folder structure will be shown.

Click “Create Folder Structure” to automatically create the folder structure setup in the Plugin. After a few seconds, the SharePoint folder will be shown on screen.

Folder Not Found

A folder can be deleted directly in SharePoint. If this happens, Workbooks is not automatically updated and will display the following message:

If the folder was deleted by accident, you might be able to recover it from SharePoint. Alternatively, click the link shown to remove the Id stored in Workbooks and create a new folder structure.

Watch the video below for an overview of how the SharePoint integration works.