You can now link your Needles Neos Case Docs, Provider Docs and Templates to specific SharePoint folders under Settings > Firm Preferences. The firm is now able to designate a SharePoint library for each group of documents (Case, Provider, and Template documents) in order to control where these documents are stored when they are created in or added to Neos.
Important: Firms migrating their documents to SharePoint, should upload them in the same file structure as it currently exists on premise.
OneDrive integration and the SharePoint drives must be set up first. This will enable the new Documents tab in Firm Preferences.
When initially setting up and connecting to OneDrive, there is an option to automatically set up Document Libraries.
If the user has not enabled the OneDrive integration and they go into the Integrations screen, then they should see an option to connect to the firm’s Office 365 account.
If you already have a Sharepoint site with existing documents the CloudDocs Group and CaseDocs, ProviderDocs and TemplateDocs Libraries will not be created automatically.
To specify a SharePoint library for storage of Case,Provider and Template documents:
Perform the same actions to specify the libraries for Provider documents and document Templates.