> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/sharepoint.md).

# SharePoint

### 📁 What is the SharePoint Integration?

Every household in rubica can be linked to a folder in your firm's Microsoft SharePoint. Once linked, that household's **SharePoint** tab becomes a live, two-way window into the actual SharePoint folder — no separate login, no syncing delay, no exporting files back and forth.

It isn't a copy or a one-time import. Every time you open the tab, rubica reads the folder directly from SharePoint, so what you see is exactly what's really there. Upload a file from rubica and it lands in SharePoint immediately; add a file in SharePoint (or via Teams, OneDrive, or File Explorer) and it appears in rubica next time the tab loads.

{% hint style="info" %}
Think of the SharePoint tab as SharePoint's own file browser, rendered inside the household record — with the added benefit of category tagging and client-facing sharing links built on top.
{% endhint %}

#### What you can do from here

| Capability                                                                                                  | Where                                                                                                              |
| ----------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------ |
| Browse, search and sort a household's SharePoint folder                                                     | Viewing & Navigating Documents                                                                                     |
| Upload new files straight into the SharePoint folder                                                        | Viewing & Navigating Documents                                                                                     |
| Generate a secure, time-limited link so a client can view, upload or download from a specific folder        | Sharing Documents with Clients                                                                                     |
| Link a household to its SharePoint folder for the first time, or fix one that's pointing at the wrong place | [Manually Linking a Household to SharePoint](/households/sharepoint/manually-linking-a-household-to-sharepoint.md) |

#### Before you start

A household only shows the SharePoint tab and folder contents once it has been linked to a folder path in SharePoint. Households created via **Lead → Convert** get this set up automatically; if you used the [Quick Household](/households/creating-a-new-household.md) path instead, or a household shows "No SharePoint folder is configured," see [Manually Linking a Household to SharePoint](/households/sharepoint/manually-linking-a-household-to-sharepoint.md).