How to connect Sharepoint to Filed

Last updated: January 20, 2026

During your trial, follow the steps shown below to connect your Sharepoint to Filed.

1. Integrate SharePoint

  • Log in to your Filed account.

  • In the left panel, go to Connect > PMS & DMS.

  • Under Document Management, scroll to SharePoint, and click Connect.

  • Review details, and click Connect.

  • You'll see a SharePoint pop up. You'll need to select and log in to your SharePoint account.

  • Next, click Browse to select your folder. This folder should contain multiple sub client folders.

  • Click Connect.

  • Click I'll do this later.

2. Import your clients:

  • Return to Integrations page in Filed.

  • Under Document Management, scroll to SharePoint, and click Import Clients.

  • Click Start Sync.

  • View your imports, and select Add + for all relevant clients. You may import multiple clients at once.

    • Tip: You may need to scroll to the right of the left column if you don't see the Add + option.

  • Click Import to Filed.

  • Click Continue. Once your clients are imported, they'll show up in your Filed homepage. You're done!

To view the step-by-step instructions with screenshots, scroll through the walkthrough below. To expand the images, click the arrow button in the top right.