Sharepoint Integration
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      Connect Microsoft Sharepoint Integration

      Connect TermSheet to Sharepoint to seamlessly sync documents bi-directionally.

      Keep Sharepoint and TermSheet in sync through a bi-directional integration which allows users to manage documents in either TermSheet or Sharepoint. 

      🔒Permissions

      Admin Role has access to connect integrations via Apps in Settings by default. 2023-10-03_15-59-44

      💡Things to Consider

      You only need to connect the integration once. If other users wish to use the integration, they will need to open their Sharepoint site and sync to TermSheet but will not need to complete step 4 to connect TermSheet  in the workspace settings.

      To use custom columns within Sharepoint to sort folders follow the steps below:

      1. Connect OneDrive with one of the folders in Sharepoint.

      2. Navigate to Site, then select Documents

      3. Select Site Contents, then Site Settings 

      4. Select Site libraries and lists, then Customize Documents

      5. Under Columns, select "Add from existing site columns"

      6. Choose Custom Columns group, then select the Phase column, and Stage column.

      7. Repeat as necessary to add additional columns. 

        ⚙️Steps

        1. Navigate to the workspace settings by selecting the gear icon.
        2. Select Apps from the left sidebar menu
        3. Find the OneDrive Integration in the list. 
        4. Select Connect. This will prompt the user to authenticate with  their login credentials for OneDrive/Sharepoint.
        5. Select Site. Choose the preferred site to sync. 
        6. A new TermSheet folder will be created under Documents > General. There will be a folder for All Files (which contains the files uploaded to the workspace files in the header of TermSheet) and Deal Files (which contain files uploaded to specific deals.

         

        As a best practice, moving forward create all new deals in TermSheet first. Then the folder will then be auto-populated in Sharepoint. From there, you can add files in either space (TermSheet or Sharepoint) and they will sync dynamically. 

        Note: If your team is unable to adopt this best practice, contact the customer success team to discuss options to avoid duplicate folders.