This is a detailed description for activating the SingleDraft integration within SingleCase. You should have your MS account connected to the SingleCase before you continue - see how.
Integration with SingleDraft
In SingleCase
Go to the Settings -> Integration tab.
Switch on the SingleDraft Plug-In Integration.
You will be prompted to log in with an MS admin account to give all the necessary permissions.
When the switch turns green the integration is enabled in SingleCase.
In SingleDraft
Give consent to share the data with SingleDraft using the MS admin account.
Share the url of your SharePoint site to the SingleDraft customer care. You can find the url link on the integration banner in the Settings in SingleCase (see #4 above).
You will be contacted by the next business day at the latest to clarify the settings on the SingleDraft side, such as the frequency of data synchronization (default setting is once a week) and the estimated number of shared files.
[Optional] By default, all members of your office have access to shared documents. Access can be restricted using user groups. Detailed instructions can be found on the SingleDraft website- Step 2.