Articles
Current and informative content about Shareflex, SharePoint and Microsoft 365.
What’s a conditional access policy? Conditional access policies help organizations enhance security and compliance by allowing precise control over user authentication in …
What’s a Defender OAuth Apps policy? A Defender OAuth Apps policy in Microsoft Defender for Cloud Apps (formerly known as Microsoft Cloud …
Microsoft Copilot Shareflex – Chatbot All Shareflex ECM solutions include a document preview pane located on the right side of the screen, …
Shareflex Outlook Shareflex Outlook is a powerful Outlook add-in designed to enhance your Microsoft Outlook experience by seamlessly integrating with Shareflex’s Enterprise …
Introduction to Shareflex Contract AI Services (Microsoft) In today’s fast-paced business environment, managing contracts efficiently is crucial for maintaining compliance and maximizing …
The future of the Shareflex Forms Designer In our default project for clients, we customize ready-made Portal Systems Shareflex solutions like QMS …
Introduction Shareflex® Law Practice for SharePoint Online is a legal case file management system for lawyers that seamlessly integrates with Microsoft 365 …
The goal is to see how well M365 backup can restore a Shareflex application, such as contract management, in case of a …
Goal Our goal is to protect a SharePoint Online Shareflex application, such as Contract Management, from accidental or malicious deletion or modification …
Shareflex integration with Microsoft Purview The goal is to protect documents (Word, Excel, PowerPoint) in a SharePoint Online (SPO) Shareflex solution (like …
In the Shareflex solution Document Control (QMS), it’s possible to sync QM record metadata automatically to the Word document. See the image …
AutoCAD integration of DWG files in Shareflex DMS AutoCAD is a desktop application for editing DWG files (drawings). At the client’s request, …
NitroPro integration of PDF documents in Shareflex DMS NitroPro is a desktop application for PDF editing and signing. At the client’s request, …
Shareflex Quality Documents SharePoint is a pre-configured, ready-to-use Microsoft 365 SharePoint Online Quality Document Management system. It facilitates the storage, access, management, …
DMS versus QMS There is an essential difference between document management (DMS) and document control (QMS) Document control is a more regulated …
Introduction We provide two types of document management applications: Shareflex Document Control. This is a comprehensive, strictly controlled document management application for …
Risk management, cybersecurity, document management, NIS2, how do these relate? Schedule a meeting with us regarding NIS2 Cybercrime worldwide and in the …
Power App for Shareflex Contract Management Power Automate Canvas app – All contracts in your pocket We provide a Power Automate app …
Introduction Shareflex Contract Management is a preconfigured ready-to-use Microsoft 365 SharePoint Online Contract Management system. It allows you to store, access, manage, …
Purpose of Shareflex Shareflex is a platform created by Portal Systems that enhances Microsoft 365 and SharePoint Online with the ability to …
List and Library Versioning in SharePoint vs. Shareflex Basic Idea Enabling versioning in document collaboration, co-authoring, and list updates significantly enhances the …
Comparison Power Canvas vs Model driven apps Comparison Matrix Power Canvas vs Model driven vs SharePoint vs Shareflex Please check out this …
ARCHIVING Archiving The digital archiving of documents is becoming an increasingly important topic in today’s world. The terms “archiving” and “digitization” now …
REPORTING What is a Reporting? Reporting primarily refers to the means and measures for collecting, processing, storing, and presenting information within an …
WORKFLOW MANAGEMENT Go to interactive demo Get in Touch What is a Workflow? The term “workflow” describes the chaining of various consecutive …
Explore the modern SharePoint Online application controls offered by Shareflex All SharePoint Online Shareflex controls on this page are developed by Portal …
Our top don’ts with Power Canvas Apps. Don’t use SharePoint list as view entry point to show your Canvas form. You might …
Power App version history for SharePoint list item coding example Retrieving the SharePoint list item version history from a Power App is …
Import Power Automate App from zip package SharePoint Method 1 To import Power Automate App from a zip package, navigate to: https://make.powerapps.com/ …
Import Power Automate Flow from zip package To import Power Automate flows from a zip package, navigate to: https://make.powerautomate.com/ The import option …