Xakia

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

About Xakia's SharePoint Online Integration

Sync your Xakia matters with SharePoint Online folders, so you can focus on the legal work while the tech takes care of itself!

Set Up SharePoint Online Integration

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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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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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, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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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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