About the Sharepoint integration

You can connect Microsoft SharePoint to so your documents are stored in SharePoint instead of inside .

Once connected, documents for, Clients, Suppliers, Jobs, Quotes, Purchase orders, Leads are saved into your chosen SharePoint site and document library. This lets you:

• Use your existing SharePoint folder structure and permissions
• Access files directly in SharePoint if needed
• Keep all work documents in one central place

How it works / How to set it up

What you need

• SharePoint Online (Microsoft 365)
• A site and document library for documents
• A Microsoft account with access to that site/library
• The SharePoint integration enabled for your account

Set up the integration

1. In , go to Settings > Integrations.
2. Select SharePoint > Setup Integration.
3. Sign in with your Microsoft account and approve access.
4. Choose:
   • The SharePoint site
   • The document library
   • A root folder (for example, /Documents/WorkflowMax)

then creates and uses sub-folders under that root for your clients, jobs and other records.

What you can do once connected

From you can:

• Upload, download and search documents
• Browse and create folders
• Change which SharePoint folder a specific client, job or quote uses
• Use existing documents as attachments on quotes, POs and invoices
• Store Collaboration Manager emails and attachments into SharePoint (if enabled)

Permissions

Two sets of permissions control access:

• : controls whether users can view or manage documents inside .
• SharePoint: controls whether users can view or manage files in the SharePoint site and library.

A user needs enough access in both systems:

• View documents: View permissions in + Read in SharePoint.
• Upload/edit/delete: Edit/Full access in + Edit in SharePoint.

Troubleshooting & FAQs

1. I can't see the SharePoint option in Integrations.
   • It may not be enabled yet for your organisation or region.
   • Ask your admin or account manager to confirm availability.

2. I can't see my sites in the site dropdown.

   • Common cause: Application permissions require admin consent which hasn't been granted.
   • Your Microsoft 365 admin needs to go to Microsoft Entra Admin Centre > Enterprise Applications > select your organisation > Permissions > Grant admin consent.
   • Sign out of the integration and reconnect.
   Only a Global Administrator or Privileged Role Administrator can do this
3. I created a new SharePoint site/library but can't see it in .
   • Microsoft can take 30–60 minutes to fully set up a new site/library.
   • Check you can open it directly in SharePoint, then wait and try again.
4. A user can't upload or edit files, but others can.
   • Check their document permissions for that area (jobs, clients, etc.).
   • Check their SharePoint permissions on the site/library/folder.
   • They need upload/edit rights in both places.
5. My upload failed or the file doesn't appear in SharePoint.
   • Common causes: expired SharePoint connection or missing permissions.
   • Reconnect SharePoint or adjust permissions, then use the re-try option.
6. Documents in the Documents tab don't show when I "add existing" as an attachment.
   • Make sure SharePoint is still connected.
   • Check the quote/PO/invoice is linked to the right client or job (attachments come from that context's folder).
   • Confirm your SharePoint configuration (site/library/root) still points to the same location.