Integrations
Microsoft 365 & SharePoint workflow
Enterprise and mid-size firms often standardize on SharePoint and OneDrive for client document retention - but collection still happens in Outlook threads.
Infile standardizes the intake: checklist links, reminders, and review queues - then exports packages your IT team archives in SharePoint according to policy.
Productivity & storage
Setup guide
- 01
Define archive naming standards
Align export filenames with SharePoint metadata conventions before rolling out to clients.
- 02
Send Outlook-friendly links
Clients receive branded checklist links - no SharePoint guest permission setup per engagement.
- 03
Internal review gate
Partners approve completeness in Infile before files move to SharePoint libraries.
- 04
Upload to SharePoint
Export ZIP packages into the correct client site or folder.
Capabilities
- Outlook-compatible client email flows
- Review gate before SharePoint archival
- Encrypted uploads in transit and at rest
- Audit-friendly submission timestamps
- Role-based firm permissions
- Bulk tax-season client operations
Frequently asked questions
Answers to common questions about this topic.