File Sync
Filevine to SharePoint

One-Way Sync

Replicate documents in a one-way sync from Filevine to SharePoint. Here’s how it works:

  1. Documents and folders sync one-way from Filevine to SharePoint.
  2. The sync listens for Create, Edit, and Delete events in Filevine.
  3. When changes are made in Filevine, they are reflected in SharePoint in near real-time.
  4. Any changes made in SharePoint do not sync back to Filevine.

Two-Way Sync

Replicate documents in a two-way sync between Filevine and SharePoint. Here’s how it works:

  1. Documents and folders sync between Filevine and SharePoint.
  2. The two-way sync listens for Create, Edit, and Delete events in both systems.
  3. Changes in Filevine reflect in SharePoint in near real-time.
  4. Changes in SharePoint reflect in Filevine are also reflected back in Filevine.

File Sync SharePoint Use Cases

Open Large Files

Use File Sync SharePoint One-Way Sync to store, access, and open large files such as videos or photo slideshows.

Editing with Desktop Applications

Use SharePoint’s OneDrive local access to edit and update documents with native desktop applications without re-uploading to Filevine.

Offline Access

Access your files and folders on your desktop’s OneDrive or Microsoft desktop applications when Filevine is offline, such as in a courtroom or on an airplane, and use Two-Way Sync to sync changes back to Filevine when reconnected to internet.

Permissions and Access

Inherit Filevine permissions for both one and two-way syncs in SharePoint to ensure only authorized users can access or edit project folders and documents in SharePoint.

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Access Files Locally with OneDrive

Access files from your local computer via OneDrive or SharePoint’s desktop applications to:

  • Use local file copies for third party applications
  • Minimize file download times
  • Access or make offline changes to documents

Folder Organization

Further your organization and filtering capabilities by structuring your File Sync file and folder organization with sub-folders based on:

  • Project Types
  • Active Status
  • Hashtags

Example Use Case:
For a Personal Injury project, use a hashtag like #car_accident to easily identify and organize relevant files.

Get Started with File Sync

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