How to set up SharePoint for your delivery method

Step 1: Find a location within your SharePoint that you want the uploads made to

Step 2: Please invite blvfilenote@blvsolutions.com to this location

Step 3:  We will then complete the set-up and notify you once completed (usually within the day) 

What happens next?

Once SharePoint set up is completed, the file note output will be directly uploaded to SharePoint and the adviser will be notified via email that this has occurred. 

Within the main folder you allocate, there will be separate folders automatically created for each filenote.ai user. Within each user folders, a separate folder will be created for each client meeting with the relevant artefacts attached.

Advisers often still like the client summary email to be sent via email, but if you prefer the client email summary to be uploaded to SharePoint also, please let us know.