SHAREPOINT INTEGRATION
Document management made simple
Ensure consistency, improve your ability to work collaboratively and keep your documents secure.
Arrange a Demo How to useEnsure consistency, improve your ability to work collaboratively and keep your documents secure.
Arrange a Demo How to useCategory
Document management & eSign
Best for
All teams
Share and manage content, knowledge, and applications to empower teamwork, quickly find information, and seamlessly collaborate across the organization with SharePoint.
Enhance team collaboration and maintain consistent document management with Gold-Vision’s SharePoint integration.
Whether your organisation is considering or already using SharePoint as a centralised document hub, the SharePoint integration for Gold-Vision CRM allows you to maximize SharePoint’s capabilities seamlessly.
With Gold-Vision’s SharePoint integration, every new file or folder uploaded, viewed, edited, or deleted is automatically synchronized between the two platforms. You can link these files and folders to specific items in Gold-Vision CRM, providing quick and easy access. This ensures your team always works with the latest versions of documents, promoting consistency and fostering collaboration.
By using our SharePoint integration, you can manage all your files in one secure, central location. This eliminates the risk of teammates saving documents locally and misplacing important files.
Additionally, clunky permission settings and multiple sign-ins become a thing of the past. Simply configure team permissions in SharePoint to ensure the right people access the right information. With Single Sign-On, your team can seamlessly navigate all Gold-Vision systems, including SharePoint.
The SharePoint integration is perfect for mobile teams, such as field salespeople. Whether in the office or on the go, they can access, download, and upload documents on any device. This ensures smoother customer visits and more productive external meetings.
