🎉 DocketAI recognized as a Cool Vendor™ in AI-Led Sales Research by Gartner®
Your teams can chat with Docket to retrieve, manage, and share essential files from SharePoint, ensuring they have the right information at the right time—without unnecessary searching.
SharePoint is a web-based collaboration and document management platform that enables businesses to store, organize, and share content securely. Integrated with Microsoft 365, it enhances productivity and simplifies workflows across teams.
Your business documents are stored in SharePoint—but finding them can slow teams down
Reps often waste time searching for proposals, contracts, and sales resources, impacting productivity and responsiveness.
Docket surfaces SharePoint documents when you need them most
Docket provides AI-powered file search, instant document retrieval, and smart content recommendations, so your teams can focus on execution—not searching.
How long does it take to set up the DocketAI and SharePoint integration?
Setup is quick and seamless—just a few minutes! Connect your SharePoint account, follow the guided steps, and start accessing files instantly through Docket.
How does DocketAI enhance file management in SharePoint?
DocketAI enables instant search, retrieval, and AI-powered recommendations, ensuring teams can quickly find and use the right documents without manual searching.
Can DocketAI suggest relevant SharePoint documents based on conversations?
Yes! DocketAI intelligently recommends documents, templates, and sales resources based on discussions, deal stages, and customer interactions.
Does this integration help with version control and document tracking?
Absolutely! DocketAI ensures teams always access the most up-to-date versions of documents, reducing errors and outdated information usage.
Is my SharePoint data secure with DocketAI?
Yes! DocketAI follows end-to-end encryption and strict compliance protocols to ensure all business documents remain protected.
Can I search for and retrieve past SharePoint documents using DocketAI?
Yes! DocketAI allows your team to search, summarize, and extract insights from stored documents, making it easier to find and utilize critical resources.
What should I do if I experience issues during setup?
Our 24/7 support team is available to assist. Visit our help center or contact us directly, and we’ll help resolve any setup or integration challenges quickly.
