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Corfix Connect: Microsoft Sharepoint Integration

This article explains how Corfix Connect can automatically save completed Corfix forms into Microsoft SharePoint, and why it matters for your team.

Overview 

Microsoft SharePoint is a document management platform used by many companies to store, organize, and share files across their team. With Corfix Connect, completed forms from Corfix are automatically exported as PDFs and saved into the appropriate project folder in SharePoint -- no manual downloading or uploading required.

Why It Matters

For teams that use SharePoint to store project documents, saving completed forms from Corfix has traditionally meant someone manually exporting them and uploading them to the right folder. With this integration, every completed form is automatically saved to its project folder in SharePoint daily. Your documents stay organized, your team can find what they need in one place, and nothing gets missed.

How It Works

This is a one-way export from Corfix into SharePoint. When a form is completed in Corfix, Corfix Connect exports it as a PDF and saves it into a specific folder in SharePoint automatically. The sync runs daily.

If needed, when a new project is created in Corfix, a corresponding folder is can also be used in SharePoint to place all of that project's completed forms going forward.

What Data Can Be Synced?

DATA DIRECTION
Completed Form PDFs Corfix → SharePoint

 

Want to use this with Corfix Connect? Let us know!

Whether you're looking to connect Corfix to a platform covered in our integration articles or need something beyond what's listed, our team can help. Reach out to discuss your setup and we'll help you find the right path forward.