AdvoLogix Matter Management

Introduction to the AdvoLogix® Connector for SharePoint® and Salesforce®

Updated Sep 28, 2021

The AdvoLogix® Connector for iManage® and Salesforce® is currently in a closed beta phase (available by invitation only).  The beta phase serves one main purpose: to test performance and identify issues.  During this phase, we encourage the users to send any issues, suggestions, or ideas regarding the connector to

The connector allow users to access their SharePoint® documents and folders right inside their Salesforce® instance. Users can create files/folders, view folders and its sub-folders, and edit files from the context of the records they are viewing.

What functionality does this module serve?

What functionality does this module serve?
  •  The component can be mapped to a particular folder on the SharePoint® site. Every record can be associated with a specific folder in the SharePoint® site.
  • Files can be added to your SharePoint® site document repository via drag-and-drop or from a file selection dialog.
  • The list of files and folders is displayed to the user for easier operations. You can drill down into folders with a simple click.
  • Users can create a new SharePoint® document/spreadsheet/presentation from within the component interface.
  • Documents can be opened directly into SharePoint® with a single click.

How do I setup the connector?

The connector setup requires your administrator to first setup a SharePoint® Add-in App or setup an Azure® Active Directory App, based on how your organization has setup your SharePoint® access.

Once this initial setup is complete, you will have the Client ID, the Client Secret and, if you've used Azure® Active Directory to authenticate SharePoint®, the Tenant ID as well. We will need to save these values in the SharePoint® Configuration of Salesforce. This configuration helps communication between SharePoint® and AdvoLogix® for sending and retrieving data.

To install AdvoLogix® Connector for SharePoint® and Salesforce®, please contact AdvoLogix® support (

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