SharePoint: Setting Up Your Integration
Overview
The Matters.Cloud + SharePoint integration is available to all SharePoint subscribers and allows users to:
- Create a Folder in SharePoint for every Client created in Matters.Cloud.
- Create a Folder in SharePoint for every Matter created in Matters.Cloud (under the Client folder).
- Create a Folder in SharePoint for every Opportunity created in Matters.Cloud (under the Contact/Client folder).
- Access Documents / Files saved directly to SharePoint within Matters.Cloud.
- Define a set of Default Folders to be created within SharePoint for each Matter or Opportunity created within Matters.Cloud.
Pre-requisites
Users must have administrator access to enable and configure the Matters.Cloud + SharePoint integration via the Setup > Integrations page.
For further information, please refer to the following article: Understanding Role-Based Permissions and How to Manage Them in Matters.Cloud
Note: Only administrators can enable this permission. If you do not have administrator access, please contact your internal administrator to request access.
Connecting Matters.Cloud with SharePoint
Step 1: Access The Integrations Portal
The integrations portal allows you to configure integrations with common cloud-based platforms.
To access the portal simply select Setup > Integrations and locate the following tile:
Step 2: Connect To SharePoint
Click the Connect button on the SharePoint tile and the following form will be displayed:
Enter your Email and Password for SharePoint and click the Sign in button.
The system will then return you to the Integrations Portal and display Connected on the SharePoint tile as follows:
Note: You will need to sign in as a SharePoint administrator. SharePoint will request administrator permission, and an administrator will need to approve the connection.
Step 3: Select a SharePoint site
To start using the SharePoint integration, select the preferred SharePoint site where folders will be created.
- Click Settings on the SharePoint tile.
- Select the SharePoint site you wish to use from the Select site dropdown.
- If the site is not listed, click New site to create and connect a new SharePoint site.
- Enter the new SharePoint site name and click Submit.
- Once you have selected or created a site, click Save to apply your changes.
Note: You can return to the SharePoint Settings at any time to change the selected site if your document management requirements change.
Contacting SharePoint Support
Further information on using SharePoint is available from the SharePoint Support Site:
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