Xakia

Integrate Xakia with SharePoint Online to store, organize, and sync your matters automatically.

About Xakia's SharePoint Online Integration

Sync your Xakia matters with SharePoint Online folders automatically, so your files stay organized without extra work.

Set Up SharePoint Online Integration

Store contract documents in your own SharePoint instead of the Xakia DMS: turn it on, choose folder locations, map fields and set workflow handling.

Set Up SharePoint Online for Contracts

File key details and sort your Outlook emails in SharePoint with Xakia

How to File Your Outlook Emails to SharePoint With Metadata

SharePoint Online

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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