In this article:
What is Sharepoint?
SharePoint is a cloud-based service hosted by Microsoft. You can use it to create sites to share documents and information with colleagues, partners, and clients from any device. Below we will discuss what Administrators will need to know to ensure their installation, setup and configuration are successful.
Things to note before installation:
The LawVu integration for SharePoint works with SharePoint Online, which forms a part of Microsoft 365 (aka. Office 365). It is not compatible with an on-premises installation of SharePoint.
File deletions are not synchronized. A user with access must remove files in both LawVu and SharePoint.
The permissions needed for setup
In order for the LawVu integration to SharePoint to function, we request the following set of Microsoft Graph permissions from the Microsoft 365 Administrator setting up the integration:
Permission | Purpose |
User.Read (delegated) Sign in and read user profile | Used to sign in the user to the LawVu SharePoint integration app. |
Files.Read.All (delegated) Read all files that user can access | Used to access the folders available to a user when choosing the location in SharePoint to sync files. |
Files.ReadWrite.All (application) Read and write files in all site collections | Used by the LawVu SharePoint integration app to sync files and folders between LawVu & SharePoint. |
Use of Files.ReadWrite.All permission
The permission model of Microsoft's Graph API for SharePoint requires that a Microsoft 365 Administrator consent to the LawVu app's ability to "read and write files in all site collections" on behalf of all users. However, our integration design means that only files and folders that sit underneath the "root folder" nominated by the Organisation Administrator at the time integration were enabled will be in the scope of the file sync process.
The LawVu integration will only sync files located within specific target folders selected by users when a matter or contract is synced to SharePoint. The Organisation Administrator must locate these target folders within the nominated root folder. The integration will not read any files and folders outside of selected target folders.
Configure the Microsoft SharePoint integration
Go to the Integrations icon and locate the Microsoft SharePoint integration.
2. Click on Get Started
3. Connect to SharePoint
You will be prompted to log in using your SharePoint credentials. Provided you have enough permissions on the Microsoft 365 site, clicking 'accept' will grant these permissions to all users in the organization. When other people try to synchronize files, they will not need to go through this step.
Note: if you do not have sufficient access to Microsoft 365, close the prompt, and we'll display a link you can pass on to an Administrator to authorize the LawVu SharePoint integration. Once this is done, you can complete the process outlined below.
4. Every matter or contract will be mapped in SharePoint somewhere beneath a root folder. Click Select Location to choose a root folder.
5. Select the Document Library or subfolder you want to set up as the root folder.
6. LawVu will display a confirmation message that SharePoint is connected.
From this point on, contributing members of matters/contracts and the SharePoint Library can start synchronizing their files and folders.
Change the root folder location at a later moment
If at a later moment you need to change the SharePoint root folder location the files are synced to, please get in touch with the Customer Support team using the chat button available from the bottom right part of this article.
It's good to know that resetting a root folder will reset all matter and contract sync setups, which means you will need to manually need to configure each synced matter or contract again.