Matter SharePoint workspace
Many matters have a dedicated SharePoint library or folder for working files. SBOS.AI surfaces that location inside the matter so you do not hunt for links in email.
Where to find it
Open a matter and select the SharePoint tab (label may vary slightly).
Typical activities
- Open the library in Microsoft 365 to edit with Office desktop or web apps.
- Drag new versions into the synced library; SBOS.AI document registers may still require you to register key PDFs where your process demands it.
Permissions
Access is governed by Microsoft 365 permissions as well as SBOS.AI matter permissions. If you can see the tab but receive access denied in the browser, ask your administrator to add you to the underlying SharePoint site.