Sychnronization of documents and folders with SharePoint

If you use Microsoft SharePoint for the documents, you can ensure that everything is always up to date with regular synchronization between InLoox and SharePoint.

If you use your own file share, synchronization also works. Please note, however, that you cannot move any documents or folders. Via a file share link, moved documents and folders are treated as deleted and cannot be found.

NOTE You need the InLoox permission Edit documents.

IMPORTANT Before you can store documents in InLoox projects, you must initiate the initialization of the SharePoint link:

1. Open a project and click on Documents.

2. On the left you will see a field for initialization. Either click on the Initialize button to enable synchronization with the SharePoint path specified as the default in the settings. Or deactivate the Use default location slider and enter a valid SharePoint library for this project.

3. You can now upload documents to InLoox. These are stored in the corresponding SharePoint or file share folder.

4. Click on the Sync botton, to keep all documents in InLoox and on SharePoint/File-Share up to date via regular synchronization.

When should you synchronize?

We recommend synchronizing regularly, but especially when:

• you add new documents or folders.
• you rename documents or folders.
• you move documents or folders to another folder.
• you delete documents or folders.
• you edit or change documents online.