Document management
How to Store and Manage Documents in UkuUku integrates with Google Drive, OneDrive, SharePoint, and Dropbox. Upload a document once; it syncs to your repository and appears on client cards, tasks, the client portal, and incoming emails.…
How to Fetch Bank Statements and Collect Missing DocumentsWith Uku’s client portal, you can easily fetch bank statements, collect missing documents, and automate document management.
Connecting SharePoint with UkuThe integration requires adding three key values: Site URL, Client ID, and Client Secret.