SharePoint Integration
Enterprise document governance.
The robust link between Zegal workflows and Microsoft SharePoint. Ensure every contract lands in your secure corporate archive.
SharePoint
Z
ZegalCompliance automated.
Meet retention policies effortlessly.
Site Logic
Route HR docs to the HR Site, and Admissions docs to the Admissions Site.
Version History
Maintains full version history within SharePoint.
Metadata Mapping
Map Zegal fields to SharePoint Columns for searchability.
Retention Policies
Files respect your SharePoint retention labels automatically.
How it works
Simple setup. Powerful automation.
1
Select Site
Choose which SharePoint Site and Library Zegal should access.
2
Define Columns
Map contract data (e.g. 'Expiry Date') to SharePoint Columns for easy sorting.
3
Instant Archival
Signed documents are uploaded immediately with all metadata attached.
/Zegal/Contracts/2024