SharePoint is a digital platform to store and manage your documents. Multiple users can work on the same document simultaneously, which enhances your team's productivity. By installing the extension in Zoho Projects, users can access the documents seamlessly within the project.
For instance, you are managing a construction project where various teams need access to different documents stored in SharePoint. Your architecture team wants to access the reference blueprints, and the sales team wants to access the vendor contracts.
Instead of toggling between Zoho Projects and Sharepoint, the architects can check the blueprints while updating the project tasks, and the sales representatives can review the contracts while updating the timesheets.
Users can also create folders and associate files with tasks and issues from Zoho Projects, which will be synced with SharePoint, providing transparency between the environments.
Click here to learn more about the SharePoint extension.
Only users who have permission to access documents in SharePoint will be able to access it in Zoho Projects.