AdvoLogix Matter Management

Using the AdvoLogix® Connector Lightning Component⚡ for SharePoint® and Salesforce®

Updated Sep 28, 2021

For every matter, a base folder will be present in SharePoint®.  The user will be presented with an option to connect to an existing base folder in SharePoint® or it can be created and linked to a matter on the go.

  1. The logged-in user's basic information such as name and email is displayed.

  2. An action button to log out the user.

  3. Basic breadcrumb informational bar, to display the current folder path from the base folder, with each folder clickable to jump directly into. Clicking the folder icon in the breadcrumb will take the user to the current folder in SharePoint®.

  4. Users can select a file to upload or drag-n-drop a file to upload into the current folder.

  5. A list of files and folders from the connected SharePoint® folder.

  6. An options menu to perform basic operations, such as:
    1. Create a Folder - To create new folder within your currently displayed folder.
    2. Create Folder From Template - To create a collection of a set of predefined folders within the currently displayed folder. For more details follow this article.
    3. Link an Existing Folder - To connect a different base folder to the record.
    4. Create a Spreadsheet - To create a SharePoint® document in the current folder displayed.
    5. Create a Document - To create a SharePoint® spreadsheet in the current folder displayed.
    6. Create a Slide - To create a SharePoint® presentation in the current folder displayed.
Previous Article Setup the SharePoint® Configuration in Salesforce®
Next Article Using the AdvoLogix® Document Viewer Lightning Component⚡ for SharePoint® and Salesforce®
Still need help? Contact Us