Sharepoint Integration for Docs

We're using SharePoint Online for documents and it's has some advantages and disadvantages. SharePoint Online is much better than the plain SharePoint implementation, if you can get it. Our main use cases are: For compliance, to ensure company security protocols are maintained and assets can be centrally managed For expanded file storage capacity, so we have virtually unlimited storage that is already paid for, so no additional fees For enhanced file management, we can use local folder sync for project files and online shared documents for collaboration Some disadvantages are: Requires technical support for both setup and maintenance, best done by IS/IT pros Can be finicky during everyday use, requires some additional steps for certain activities, such as when editing files and folders, etc. Can be buggy, most of the big issues have been fixed with the latest updates but there are still occasional complications Requires user training and support, depending on how tech-savvy your group is and how familiar they are with these tools Overall, there have been some bumps in the road but the advantages make it worthwhile. As long as you have a good tech team to help with implementation, it's worth exploring the option. Cheers. Peyto Yellin CareOregon, Inc.

We are just starting in Workfront and I wanted to use SharePoint for all the reasons Peyto lists. I set it up and did quite a lot of testing. In the end, we've decided not to use it, and Peyto lists good reasons for this, too. One that was kind of a deal-breaker for us was how difficult it is to do versioning when using the SharePoint integration. SharePoint does versioning, but when you're using the integration with Workfront, you need to do all the versioning processes within SharePoint and they are not reflected in Workfront. So when you look at the details of the document from within Workfront, you don't see the versions. You have to actually go to SharePoint. We decided it would just take too much support to get our users to effectively use SharePoint with Workfront. We thought it would lead to user frustration as well. Mavis Moon mmoon@pivotinteriors.com

Thank you, Peyto! This is very helpful. Susan

Thank you, Mavis! Susan