SharePoint is a Document Management system, similar to Document Storage systems like Dropbox or Google Drive, that allows all of your Documents to be stored in the same place. If you’re reading this Guide, then your Firm has likely opted to use SharePoint for your Document Management platform. Accessing your SharePoint Documents in Curo365 is extremely easy, but if you’re not used to where you should be going, let’s look now!
Accessing the Files
To begin, click the Matters Entity on the left side of the screen, under the Matters Subheading.
Choose your Matter
If your SharePoint is set the way that it needs to be, you should see a Documents tab at the top of your screen, as shown below, click there!
*NOTE* - Sometimes the Documents tab can be in the Related tab (or the 3-Dot Ellipses), but be sure that you’re clicking the right one. As shown below, there could be two Documents options. Be sure to click the one AT THE TOP.
Uploading a Document
Uploading a new Document is extremely easy! Simply click the Upload option at the top of the screen.
And navigate through your computer or shared folders to find the File in question.
Conversely, you can simply Drag and Drop a file directly into the interface!
Editing a Document
When looking at the list of Documents or Folders that are associated with this Matter, clicking any File should allow Microsoft to open it for you for Editing.
*NOTE* - The system may ask you for a validation Email Address when you attempt to open the File. In the event that it does, use the Email Address that you use to login to Dynamics/Curo365.
Once you’ve finished working with the Document, you can Save and it will Save directly back to the Documents/SharePoint Folder. Opening the same Document in the future will now contain your newest saved version.
Deleting a File
To Delete a File, select one of the Files (click the invisible Checkmark to the left of the File) and choose the Trash Can icon at the top of the screen. Your File has now been Deleted, but be careful – depending on how your SharePoint is configured, there MAY BE NO WAY to recover it.
*NOTE* - At present, you cannot select more than one File at a time for Deletion.