Most of your reference material already lives in SharePoint. The problem is that a procedure in one place and the file it depends on in another means someone always has to go looking in different places. Connect SharePoint to WorkFlawless and you can embed documents, spreadsheets, slides, and PDFs straight into any SOP step, so the file shows up the moment the step calls for it.
Pull a file from SharePoint into the exact SOP step that references it, whether that's a policy document, a reporting template, or a deck your team works from.
If your company already runs on SharePoint, your procedures connect to the document library your team trusts, with no need to migrate files or rebuild what you have.
Reference the file from its original source instead of pasting a copy into the procedure, so nobody ends up working from a stale download.
Sign in with your Microsoft account and give WorkFlawless permission to reach your SharePoint files.
As you build an SOP in WorkFlawless, go to the step where a supporting file belongs.
Choose the file from SharePoint, and it renders right inside the step for everyone who reads it (the document viewing permissions are respected).
Connect WorkFlawless with more of the tools your team relies on
Embed Slides, Sheets and documents from Google Drive into your SOPs in one click
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