Document management
Coming soonVinyl + Microsoft SharePoint
Vinyl will file your client meeting notes into SharePoint, so they sit with the rest of the client’s documents, where your team already looks.
What’s coming, and what works today
SharePoint is the next place Vinyl will file to. Until it’s ready, every meeting is still organised for you.SharePoint is the next place Vinyl will file to. Until it’s ready, every meeting is still organized for you.
Meeting notes filed into SharePoint
The notes from each client meeting saved into SharePoint, next to that client’s other documents.
Organised in Vinyl todayOrganized in Vinyl today
Vinyl already files every meeting against the right contact and client record inside Vinyl, no integration required.
Synced to your practice tools today
Notes and actions already sync to Karbon and FYI, and SharePoint will sit alongside them.
Related integrations
FYI
Sync meeting notes & actions to client records automatically
Learn moreKarbon
Post meeting notes & actions to client timelines automatically
Learn moreXero Practice Manager
Sync clients & contacts into Vinyl to organise meeting notes & actions effectivelySync clients & contacts into Vinyl to organize meeting notes & actions effectively
Learn more
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