Josef's SharePoint integration enables you to send bot data including generated documents to SharePoint folders.
This article will show what SharePoint workflows are available and how you can enable the workflow for your bot(s).
Available workflows
Workflow 1 - Send your document to a SharePoint folder
Your Josef bot can automatically send a generated document to a SharePoint document folder each time an interaction is completed.
How to enable your SharePoint integration
If you would like a demo or to enable your SharePoint integration, please reach out to us at support@joseflegal.com with the following:
- The workflow you wish to enable
- Name of your bot(s)
- The account email address your bot(s) sit in
- The name of the SharePoint site you want to integrate with
- The name of the SharePoint folder you wish the document to appear in
Our team will help you enable the integration and let you know as soon as it’s ready for testing.