SharePoint integration

Save every document straight to SharePoint

Connect Collect to SharePoint and every file your clients submit is backed up to your own storage automatically, named, sorted, and filed in the right folder.

Collect syncing collected documents into a SharePoint folder
A folder for each client, synced to SharePoint
Always organized

A folder for every client

Collect creates a tidy folder for each client in SharePoint and drops their documents in as they arrive. Nothing is misfiled and nothing gets lost.

Clean and consistent

Named and sorted before they land

Files are renamed with consistent rules and grouped by type, so what shows up in SharePoint is clean and easy to find. See how AI operations handle it.

Collect renaming and sorting files before syncing them

Start automating your onboarding today

Try Collect free for 7 days, with full access to our AI and integrations.