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How to configure the Docuo SharePoint Connector

The SharePoint connector is a Docuo plug-in that allows you to export your documents to a Microsoft SharePoint server automatically at any point in the workflow.

This integration is available in the Business and Enterprise versions of Docuo as an optional connector. Check the price calculator or contact us to know its cost.

  • If you are not a Docuo customer yet, try the free version now.
  • If you are a customer of the Professional version , contact us and upgrade to the Business version.
  • And if you are already a client of the Business or Enterprise version , request its activation and follow these steps to configure it:

Connector Configuration

To perform the configuration you must be a Docuo administrator.

Upon entering your repository, you will see the SharePoint tab in the configuration section, when the connector is available:

Press the “open” button and enter the connection data and the locations you want to have available in your Docuo repository:

  • URL address: It is the access address to your SharePoint, without specifying any site. For example: contoso.sharepoint.com
  • Tenant: This is your organization’s domain at Microsoft. For example: contoso.onmicrosoft.com
  • Application identifier: It is the application identifier that allows access to SharePoint from Docuo.
  • SharePoint Locations: It is similar to a Windows shared folder, where we need a server and a path. In Sharepoint, instead of the server name, we need at least a site name and a document library name. In addition, each location has a name that serves to identify it in Docuo. Additionally, you can specify a folder path within it. For example:

Use of the connector in the process

Once you have defined SharePoint locations in your repository you can start using them. Opens the configuration wizard for any category that has an associated workflow. Go to the “Process” step. Choose the transition (arrow) in which you want the export to SharePoint to run and right-click on it, choosing the “Configure…” option.

In the “Automatic actions” tab of this configuration window, you can specify the ones that will be carried out when said transition is executed:

This configuration can be done for both the document’s main file and file-type fields by creating additional automatic actions:

In either case, if you check the “Export to” option, the integration with SharePoint will be activated. And then, the dropdown of locations that you previously defined will be enabled. This dropdown will indicate where the file will be exported. Pick a location.

Optionally, you can add an additional path to your SharePoint location that will define the final location of the file. This additional path supports substitution tags for you to set the destination location dynamically, based on the document’s metadata.

You can also decide its behavior when the file already exists in SharePoint, by checking or not the “Overwriting if file exists” tab.

We have a detailed guide for configuring security and permissions in SharePoint 365 for using this plug-in. If you need it, request it through a support ticket.

Updated on 6 de November de 2023
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