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What’s the best way to upload to both SharePoint and WickedFile?

Two efficient approaches depending on your workflow:

 

A — Upload to WickedFile first (recommended):

  1. Upload documents to WickedFile so they are processed, typed, and included in reports.
  2. Use the WickedFile download option to save copies and then upload them to SharePoint if you need a separate archive.

B — Use a shared cloud drop zone:

  1. Save documents to a shared cloud location (Google Drive, Dropbox) that both WickedFile and SharePoint can access.
  2. Connect that cloud account to WickedFile (Drive integration) so documents are ingested automatically and still accessible for SharePoint sync/backup.
Why upload to WickedFile first? WickedFile categorizes, OCRs, and assesses Risk Ratings on documents — something SharePoint alone won’t do. Processing first ensures your documents are actionable in reports and reconciliations.