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Put your SharePoint documents to work inside Zocks
Zocks connects to SharePoint so you can link a client's folder, save Zocks-generated PDFs straight to SharePoint, and pull documents from SharePoint for processing. Your client documents and your work finally live in the same place.
Documents move both ways between SharePoint and Zocks
Link a SharePoint folder to every client
Connect a client's existing SharePoint site, document library, or folder to their contact record in Zocks. Once it's linked, Zocks knows where that client's documents belong, so every file you save or pull goes to the right place automatically. The same folder can link to more than one contact, so shared households stay simple.
Pull documents from SharePoint for processing
Work from the documents you already have. Instead of uploading from your computer, pull statements, plans, and client files straight from a SharePoint folder into Zocks for processing. Pull one document or several at once from your existing document library without leaving Zocks.
Put your SharePoint documents to work across every connected system
Pulling a document from SharePoint is just the start. Zocks reads it with Document Intelligence and extracts the data: accounts, assets, beneficiaries, and more. Review what Zocks found, then sync to your CRM and planning tools with one click. The statements and forms you gather for onboarding or an annual review flow straight from SharePoint into your connected systems through Zocks.
Save Zocks-generated PDFs straight to SharePoint
Zocks creates meeting summaries, meeting prep, completed forms, and document summaries. Save them directly to the linked SharePoint folder in one step. No downloading to your computer. No re-uploading. No hunting for the right folder. The document lands where it belongs.
How Zocks works with SharePoint
A two-way connection between Zocks and your Microsoft SharePoint document library.
Connection Type
Link a client's SharePoint site, document library, and folder to their record in Zocks (one folder can link to multiple contacts)
Save to SharePoint (write)
Save Zocks-generated PDFs (meeting summaries, meeting prep, forms, document summaries) to the linked folder
Pull from SharePoint (read)
Pull documents from an existing SharePoint folder into Zocks for processing instead of uploading from your computer
Document Types
Zocks-generated PDFs out; client documents (statements, plans, forms, and more) in
Availability
Available to customers on all Zocks plans. Document Intelligence processing requires Ultimate
Setup
Connect SharePoint in Zocks integration settings and link a folder per client
Get started for free in less than 10 minutes
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FAQs
It connects Zocks to Microsoft SharePoint, your document management system. You can link a client's SharePoint folder to their record in Zocks, save Zocks-generated PDFs straight to SharePoint, and pull documents from SharePoint for processing in Zocks. Documents move both ways without manual downloading or uploading.
Yes. Save Zocks-generated PDFs, including meeting summaries, meeting prep, completed forms, and document summaries, directly to a client's linked SharePoint folder in one step. Available on all plans.
Yes. Instead of uploading from your computer, pull statements, plans, and client files directly from a SharePoint folder into Zocks for processing. Processing pulled documents with Document Intelligence requires the Ultimate plan.
Some tools only let you save documents to SharePoint. Zocks lets you save to SharePoint and pull from it for processing, so your full document workflow, from retrieve to process to generate to file back, happens without leaving Zocks.
The SharePoint integration is available on all Zocks plans, including linking folders and saving Zocks-generated PDFs. Pulling documents into Document Intelligence for processing requires the Ultimate plan.
Connect SharePoint in your Zocks integration settings, then link a SharePoint folder to each client. Once a folder is linked, you can save documents to it and pull documents from it right away.