{"id":1771,"date":"2024-03-24T22:57:52","date_gmt":"2024-03-24T22:57:52","guid":{"rendered":"https:\/\/contentsnare.com\/help\/knowledge-base\/suitefiles\/"},"modified":"2024-03-24T22:58:15","modified_gmt":"2024-03-24T22:58:15","slug":"suitefiles","status":"publish","type":"ht_kb","link":"https:\/\/help.contentsnare.com\/knowledge-base\/suitefiles\/","title":{"rendered":"How to integrate SuiteFiles with Content Snare"},"content":{"rendered":"\n

Content Snare<\/a> helps onboard clients and makes it easy to collect the documentation you need at tax time.<\/p>\n\n\n\n

By integrating Content Snare with SuiteFiles, it will automatically upload completed client forms and all their documents to a folder in SuiteFiles.<\/p>\n\n\n\n

Here\u2019s how to set it up.<\/p>\n\n\n\n

Step 1: Create a Content Snare folder in SuiteFiles<\/h2>\n\n\n\n

Content Snare needs a dedicated folder to upload files to. Create one in a place that makes sense for your process. <\/p>\n\n\n\n

Below, we\u2019ve created a folder called Content Snare<\/strong> in the default Clients <\/strong>folder. <\/p>\n\n\n\n

Note that Content Snare will create folders inside this, so files for a client called \u201cACME Inc\u201d would appear in:<\/p>\n\n\n\n

Home > Clients > Content Snare > ACME Inc > 2023 Tax<\/p>\n\n\n\n

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Step 2: Connect Content Snare to SharePoint<\/h2>\n\n\n\n

Content Snare integrates with SuiteFiles through Microsoft SharePoint. <\/p>\n\n\n\n

In your Content Snare account, click your avatar in the top right corner and go to Settings <\/strong>\u2013 Integrations<\/strong>.<\/p>\n\n\n\n

Click the button in the OneDrive\/SharePoint<\/strong> area. <\/p>\n\n\n\n

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If you are already logged into SharePoint, you will see an authorisation screen like the screenshot below. If not, you will be asked to log in. Click the Yes button to allow Content Snare to connect to your SharePoint. <\/p>\n\n\n\n

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Step 3: Choose your folder to upload files to<\/h2>\n\n\n\n

Once connected, you\u2019ll be taken back to Content Snare. <\/p>\n\n\n\n

Click the Configure <\/strong>button under OneDrive\/SharePoint<\/strong>. You\u2019ll <\/strong>see a popup that looks like this.<\/p>\n\n\n\n

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Click the button to Select a folder<\/strong>.<\/p>\n\n\n\n

A popup will appear with your SharePoint sites.<\/p>\n\n\n\n

Look for suitefIles <\/strong>in the left hand sidebar. Click it to open your SuiteFiles folders. <\/p>\n\n\n\n

Note: If you cannot see suitefiles<\/strong> in the left hand column, jump down to the troubleshooting section at the bottom for your next steps.<\/p>\n\n\n\n

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Then select the folder you created in Step 1.<\/p>\n\n\n\n

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Step 4: Choose your settings<\/h2>\n\n\n\n

Once you have done this, the popup will close and you\u2019ll see this screen back at Content Snare.<\/p>\n\n\n\n

It should say Selected<\/strong> next to the Select a folder<\/strong> button.<\/p>\n\n\n\n

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You may now configure the rest of the options.<\/p>\n\n\n\n