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Sharepoint integration

Set up Sharepoint

You only need to set up Sharepoint once for your entire organization.
Prerequisites:
  • You'll need to be a CoCounsel Admin to set up the Sharepoint integration for your company.
  • You'll need to be signed into Sharepoint account with administrator rights so that CoCounsel can properly mirror the permission settings and access the files you select.
Do the following to set up Sharepoint for your organization:
  1. Go to your organization settings then select
    Integrations
    . Go to the Sharepoint tile and select
    Configure
    .
  2. In the
    Configure Sharepoint Integration
     window, you'll be prompted to set up the Sharepoint permissions and select the drives you want the integration to have access to. Select
    Configure Integration
     to continue.
  3. Review your data permissions then select
    Next
    .
  4. Select 1 of the following permissions:
    • Read only
    • Ready and Write
    Select
    Next
     when you're done.
  5. You'll be redirected to Sharepoint. This will create an app in Sharepoint, which you can find in
    Apps
    My Apps
    Merge
    .
  6. You'll then be re-directed into CoCounsel, where you'll need to perform the Selective Sync step. Select the top-level drives that should be synced from Sharepoint into CoCounsel. No folders or files from non-selected top level folders will be synced or downloaded by CoCounsel. Select
    Select drives or folders
     to continue.
  7. Select the folders you want to sync with CoCounsel then select
    View selected
    .
  8. Complete the Selective Sync step by selecting
    Select
    .
  9. Complete the File Picker, where you'll select the top-level folders CoCounsel will download all folders and files for. Commonly, you'll select all the folders which you selected in Selective Sync (step 8). Select
    View Selected
     when you're done.
  10. The
    Configure Sharepoint Integration
     window will open where you will see the folders you selected. The set up is now complete.
    note
    If you skipped the File Picker step, you can select
    Reconfigure
     to open it again.
    CoCounsel syncs files and folders every hour. Once the sync is complete, this will be visible in the UI.

This article applies to:

  • PRODUCT: CoCounsel
  • Audiences: Tax professionals

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