Easily manage documents with Microsoft SharePoint in Liscio:
Attach SharePoint files directly to Messages, Tasks, Requests, and eDocs
Export files from the Liscio Vault into SharePoint
Connecting Microsoft SharePoint to Liscio:
1. Locate your profile on the left-hand menu.
2. Click Third-party Apps in the upper tabs.
3. Click Connect in the SharePoint box to authenticate your OneDrive account.
Sending SharePoint Files to Clients:
1. Click +Add New and choose Message, Task, or eDoc.
2. When creating a new Message, Task or eDoc, navigate to Attachments below the description box, where you will see Drop Files to Attach, Browse or Document Management System (DMS).
3. Click Document Management System (DMS), and select SharePoint.
4. Navigate in the SharePoint Pop-up screen to the file you wish to add as an attachment.
Exporting Client Files into Microsoft SharePoint:
In Liscio, locate the File you wish to export to SharePoint.
Click to open the File.
Click the download icon.
Select SharePoint as the Destination.
Navigate through your SharePoint until you locate the folder you wish the file to be exported to.
Click Export Files.