SharePoint Integration
You can enable SharePoint in your firm settings to allow each ZenCase user to connect their individual SharePoint accounts for managing documents and for document automation.
Note: We recommend using your Organization Microsoft account instead of your Personal account in order to experience the most out of SharePoint.
Enable SharePoint For Your Firm
In the top right corner, select the down arrow next to your name
In the navigation menu, select "Firm Settings"
On the Firm Settings page, click the "Integrations" tab
Under SharePoint, click the "Settings" button
Click the "Connect" button if you are not already connected to Outlook
You will be redirected to the Microsoft Office 365 website and be prompted to login
Login to Microsoft Office 365
Complete login and any two factor authentication details
You will be redirected back to ZenCase integrations page after login
Click the "Edit" button
Under "Site", select your SharePoint Site to use
Under "Drive", select your SharePoint document library to store client and matter documents
Click "Save"
Click the toggle button that is shaped like a circle on a line to enable
The toggle button should now be blue
SharePoint should now be enabled
You can now start using SharePoint to store Document Blueprints and Client and Matter specific files.
Once you are successfully setup with SharePoint, you will see your Settings at the bottom of the screen. You also have the option to fully remove the integration if you no longer want to use SharePoint integration in ZenCase.
Let us know if you have any questions!