Connect SharePoint to iMIS

  • Save files to SharePoint file storage and store pointers to those files in your CRM.
  • Save on database storage space and use all the additional features of your preferred cloud storage engine.
  • Works with Zidebar, our Outlook plugin, to be able to easily save email attachments to cases or activities in your CRM with hyperlinks to the Sharepoint files.
  • Member community components allow members to see and search folders of Sharepoint documents, Upload and download files securely, and rate and comment on files (Lightning Community only)
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