You can setup Lime CRM to store files in SharePoint/OneDrive. By doing so, a lot of features are enabled such as:

• Online editing
• No automatic download (good if a customer doesn't want users to have copies of documents lying around on everyone's computer)
• Work simultaneously more than one person in a document
• Easy sharing possibilities (customer's IT restrictions will affect to what extent)
• File conversion (some out of the box, some easy to do via customizations)
• Preview of files in CRM

The setup consists of two part:

1. Setup Sharepoint site. Done by customer's Sharepoint administrator.
2. Setup Lime CRM. Done by Lime.

The setup is slightly different depending on whether Lime CRM is running in cloud or on-prem.

This site can and should not be accessed by any user through Sharepoint's own applications, such as the Sharepoint web app. This is because even though files may be stored in Sharepoint, Lime CRM is designed to be the only tool used for accessing the files. Sharepoint can in this application be considered as “a hidden folder on a file server”. Only Lime CRM knows about it's existence and the only way to access the folder's content is to ask Lime CRM.

It's possible for anyone who has access to a file (in Lime CRM) in the first place to share the secret link to the file in Sharepoint with someone who may not have sufficient rights in Lime CRM. In some applications, this can be a good thing. For example when you want to invite someone who is not using Lime CRM to a document stored in Lime CRM. But it can also be used as a way to surpass Object Access.

In all setups of Lime CRM, a user who has access to a file can choose to send, share or post a copy of that file wherever they may choose. This, we can do nothing about. But with the setup of storing files in Sharepoint, a user who has access to the file can give anyone else at the company access to the original file by sharing the secret link to the file in Sharepoint.