While it is still recommended to upload your files directly into Neos for streamlined document syncing with SharePoint, groups of documents that have been added in SharePoint can now be synced with the appropriate Neos Case with a single click! By using the Sync with SharePoint option on the Documents Tab, Neos will check the linked CaseFiles folder in SharePoint for any documents that do not currently exist in Neos. When this option is selected, a background process will begin. This new process allows your firm to self-service by ensuring that any unlinked documents can be properly linked between SharePoint and Neos.
NOTE: Staff can still add individual files that only exist in the SharePoint CaseFiles folder to Neos by making/saving a change to a field on the Details tab of the Document side pane. Refer to Adding Documents from SharePoint.
NOTE: You must have Add permissions to Case > Documents Tab in order for the sync to add SharePoint documents to Neos.
To sync SharePoint documents to Neos:
In Neos, open the Documents Tab of the Case where you wish to sync files.
NOTE: In order for the SharePoint documents to sync properly to Neos, they must be in the linked CaseFiles folder in SharePoint. Consider using the Open in SharePoint© option to check that your files exist in the correct folder and within the desired subfolders in SharePoint.
Select the three dots menu at the top and choose the Sync with SharePoint option.
The sync will initiate for the active Case as noted in the banner message.
The sync will run as long as it takes for all files that only exist in SharePoint to be synced with Neos. If this option is selected again during the sync, the following message will display.
When Neos encounters a file that only exists in SharePoint, the document will be added to Neos using the Document Type and Category based on the folder hierarchy in SharePoint. The document Date will be set to today and the Author will be set to the Staff who initiated the sync in Neos.
NOTE: Files deleted from SharePoint will NOT sync to Neos.
Depending upon the number of files that need to be synced with Neos, the process may finish very quickly. Refresh the Documents Tab to see the synced document(s) added to Neos.