Connect your SharePoint account to Zocks to bring your document storage directly into your workflow.
Once connected, you can link each client's SharePoint folder to their Zocks contact, save meeting summaries, meeting prep, forms, and document summaries straight to SharePoint with a click, and import documents from SharePoint for processing instead of downloading them first.
How do I connect SharePoint to Zocks?
Go to Integrations in Zocks.
Under Document Management, select SharePoint and click Connect.
Follow the prompts to authenticate with your Microsoft account.
How do I link a client's SharePoint folder to their contact?
There are two ways to link a SharePoint folder to a Zocks contact:
From the contact page
Open the client's contact page and click Edit.
[Screenshot: Contact page with Edit button]
Scroll down to the SharePoint section.
[Screenshot: SharePoint section in contact edit view]
Select the SharePoint folder you want to link to this contact.
[Screenshot: Folder picker]
While exporting to or importing from SharePoint
If a client doesn't yet have an assigned folder, you can select one directly while saving a document to SharePoint or importing a document from SharePoint.
That folder is then saved as the client's assigned SharePoint folder for future use.
How do I save documents to a client's SharePoint folder?
Meeting summaries, meeting prep, forms, and document summaries can all be saved directly to SharePoint:
Click Save to SharePoint on the meeting summary, meeting prep, form, or document summary you'd like to save.
If the client has an assigned SharePoint folder, the document saves there automatically.
If you'd like to save it elsewhere, you can choose any other location in your SharePoint account.
How do I import documents from SharePoint for processing?
When uploading documents for Document Intelligence processing, you can import them directly from the client's SharePoint folder instead of downloading them to your device first.
Start a document upload as you normally would, from the Documents menu or Contact page.
Choose to import from SharePoint rather than uploading from your device.
Browse the client's assigned folder (or anywhere else in SharePoint) and select the document(s) you want to process.
You can select multiple documents at once to process them together.
