video1.0<iframe src="https://www.loom.com/embed/92c95621b3ce46b896368374f88a5a49" frameborder="0" width="1662" height="1246" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>12461662Loomhttps://www.loom.com12461662https://cdn.loom.com/sessions/thumbnails/92c95621b3ce46b896368374f88a5a49-efc834b0464f3aa3.gif205.803This Loom demonstrates Effie’s SharePoint sync setup and document naming configurator for brokers. The speaker shows how to enable SharePoint integration under settings, then configure the SharePoint site and root folder, and save changes. Next, they cover how to define document naming conventions by selecting space, date format, and name format, and how to insert specific fields using parentheses. They then illustrate the workflow with Harrison Cole’s uploaded documents, noting 15 documents accepted and 18 files synced, with the synced SharePoint folder showing prior clients and new files following the established naming convention.