How Filed DMS and PMS integrations work

Filed connects directly to your document or practice management system (DMS/PMS) — such as Canopy, Karbon, Truss, Financial Cents, Qount, Google Drive, or SharePoint — through a live integration.

Once connected, Filed automatically syncs new files from your system in real time. No manual uploads, no delays — everything stays up to date and organized.

We’ll help you set up the live connection during onboarding. The process typically takes less than 30 minutes, and we’ll walk you through every step. You’ll just need to provide admin access to your software so we can complete the secure connection.

Pro tip: Using clear, consistent naming conventions for your files and folders helps ensure data clarity and makes it easier for your team to find what they need quickly in Filed.

FAQs

How do I connect [DMS/PMS] to Filed?

We’ll guide you through a quick setup during onboarding. You’ll log in to your [DMS/PMS] account from within Filed and grant secure admin access. Once connected, Filed begins syncing your files automatically.

How does it work?

Filed creates a live, two-way connection with your DMS/PMS. It detects new or updated files instantly and syncs them to Filed, keeping your workspace current and consistent.

How does Filed know which files or folders to import?

You choose the folders you want Filed to access during setup. Filed only syncs content from those selected locations, giving you full control over what’s connected.

What happens if I add more documents to the folder later?

No extra steps needed — Filed automatically detects and syncs any new documents added to the connected folders. Everything stays up to date in real time.

For the best experience, maintain clear naming conventions in your connected folders. It helps Filed organize and display your data accurately.

Which software platforms does Filed currently support?

Filed currently supports live integrations with Canopy, Karbon, Financial Cents, Qount, Google Drive, and SharePoint.

If your system isn’t listed, no problem, we have a simple upload path that lets you easily add your files to Filed manually.

We’re also actively expanding our integration list, so your preferred platform may be coming soon.