Connect communication and records
The supplied Folio implementation model uses Microsoft 365 and SharePoint for authentication, communication and record management alongside Folio’s operating workspace.
Your clients. Your environment.
Explore Microsoft 365 and SharePoint as part of your connected brokerage operating model.
See it with your team ↗Built around broking
What it means
for your team.
Keep document ownership clear
The brief positions SharePoint integration around the brokerage’s own Microsoft tenancy. Confirm your document locations, permissions, retention settings and migration scope with the implementation team.
Agree the architecture before rollout
Authentication configuration, permissions, data flows, security controls and hosting or residency details need an environment-specific review. No certification or residency claim is made on this page.