How to Link a SharePoint Folder to an IMIS Case

How to Link a SharePoint Folder to an IMIS Case

How to Link a SharePoint Folder to an IMIS Case

Purpose

This article explains how to link a SharePoint document folder to an existing IMIS case using the Description and Next Steps section.

Linking a SharePoint folder allows staff to quickly access all supporting documents associated with a case and makes handing over cases much simpler.

Step 1: Locate the “Description and Next Steps” Section

Instructions:

  1. Open the relevant case in IMIS.
  2. Scroll down to the section titled Description and Next Steps (editable).

Step 2: Edit the Description and Next Steps Section

Instructions:

  1. Click the Edit (pencil) icon in the top-right corner of the Description and Next Steps section.
  2. This will open the editable view of the section.

Step 3: Locate the SharePoint Folder URL Field

Instructions:

  1. In the editable view, locate the field labelled SharePoint Folder URL.
  2. Leave this field blank for now while you retrieve the folder link.

Step 4: Open the Relevant SharePoint Folder

Instructions:

  1. Navigate to the correct folder in SharePoint that contains documents for the case.
  2. Ensure you are inside the specific folder, not just the document library.

Instructions:

  1. Copy the folder link using one of the following methods:
    • Copy the URL directly from the browser’s address bar, or
    • Click Copy link in SharePoint and copy the generated link.

Instructions:

  1. Return to IMIS.
  2. Paste the copied SharePoint link into the SharePoint Folder URL field.

Step 7: Save the Changes

Instructions:

  1. Review the information entered.
  2. Click Save to apply the changes.

Step 8: Access Linked Documents from the Case

Instructions:

  1. Once saved, the SharePoint folder is now linked to the case.
  2. Click Relevant Documents from the case actions to access the linked folder.


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