Sharepoint

Tags
Document Management
Tags
Document Management

Why connect SharePoint with Ziggu?

SharePoint is a powerful internal document management system - perfect for your team, not ideal for your customers.

With the Ziggu x SharePoint integration, you can automatically sync documents from your internal folders to the right client in Ziggu, based on folder structure or metadata.
Clients don’t need access to your internal environment. You keep control, they get clarity.

No more emailing files, uploading PDFs, or wondering what version they saw.

Main benefits of the integration

  • Clients stay informed, not overwhelmed
    Customers receive automated notifications when a new document is shared - no need to dig or follow up.
  • Keep your internal structure private
    Use SharePoint as your internal workspace. Ziggu only shows what’s relevant to the customer.
  • Smart syncing via folders or metadata
    Files are matched to the correct project, customer, and category based on your SharePoint folder hierarchy or custom tags.
  • Everything in one place for your client
    Customers find all their documents, updates, messages, and decisions in one central platform - Ziggu.
  • You choose the sync frequency
    Whether you prefer near real-time updates or daily batches, the choice is yours.

How it works

  1. Organize your documents in SharePoint using structured folders or metadata fields
  2. The integration maps files to the right project, customer, and category in Ziggu
  3. Documents appear in the customer’s portal, in the correct folder.
  4. Customers receive a push or email notification that a new file is ready

Result? Clear, up-to-date documentation - without the manual work.

Everything you need to make every project a success

Documents
  • Store all project files, plans, specs and contracts, in one clear place.
  • Notify clients when new documents are uploaded.
  • Track views to see who accessed each document.
  • Clients always find the latest version, no confusion.
Conversations
  • Keep messages with clients, partners and your team in one place.
  • Assign conversations to teammates for faster responses.
  • Use internal notes to align with your team behind the scenes.
  • One central inbox, no scattered chats or missed replies.
Decisions & approvals
  • Upload multiple proposals for clients to compare and approve.
  • Let clients choose directly in the portal, fast and simple.
  • Track every decision to avoid disputes or miscommunication.
  • Use reminders to nudge clients and keep projects moving.
Milestones
  • Build clear timelines with key phases and deliverable deadlines.
  • Keep all stakeholders informed without endless status emails.
  • Track progress across projects or clients at a glance.
  • Organize content by milestone for quick access.
Workflows & automations
  • Build a project timeline once and reuse it for every project.
  • Link tasks, messages, decisions and documents to milestones.
  • Notify the right people automatically, at the right time.
  • Launch steps and share content automatically, per phase.
Reports
  • Log issues with photos, notes and details in one place.
  • Assign each issue an owner and a deadline.
  • Let clients submit support requests directly in the portal.
  • Get client sign-off that an issue is resolved.
Client updates
  • Post project news clients can scroll through.
  • Give clients a clear milestone timeline to follow.
  • Share a real-time budget overview, anytime.
  • Keep clients informed without the update emails.
Forms
  • Build multi-question forms to collect client input.
  • Send them at the right moment, with reminders.
  • Run intake forms so projects start with everything you need.
  • Track satisfaction and NPS across every project.

We understand the challenges
you face every day

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Can Ziggu integrate with your systems?

Ziggu already integrates seamlessly with a number of CRM, ERP and document management systems. Can't find yours? Contact us and we'll research the possibilities!

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