Microsoft SharePoint

1. Access the Integration Library
   1. Navigate to the Integrations tab from the left-hand panel on your Docsumo dashboard.
   2. Select Connector Library to view all available integration options.
      
      
2. Select Microsoft SharePoint Integration
   1. Locate the Microsoft SharePoint connector in the list.
   2. Click on Add Integration under the Microsoft SharePoint option.
      
      
3. Name Your Integration
   1. A pop-up window will appear prompting you to provide an integration name.
   2. Enter a unique name for this integration (e.g., "SharePoint_Invoice_Integration").
   3. Click Confirm and Integrate to proceed.
      
      
4. Authenticate Your Microsoft SharePoint Account
   1. You will be redirected to the Microsoft OAuth authentication page.
   2. Sign in with your Microsoft account that has access to the SharePoint site you wish to integrate.
      
      
5. Grant Permissions
   1. Review the permissions requested by Docsumo:
      1. Read your profile: Docsumo will access your profile information.
      2. Access SharePoint files: Docsumo will access files and folders on the SharePoint site.
      3. Maintain access to data: Docsumo will retain permissions to update data you have shared.
   2. Click Accept to grant the necessary permissions.
      
      
6. Complete the Integration
   1. After granting permissions, you will be redirected back to Docsumo.
   2. Navigate to the My Integrations tab within the Integrations section.
   3. You should see your Microsoft SharePoint integration listed with a "Connected" status.
      
      

Post-Integration Setup

Once your integration is successfully configured, Docsumo will be able to:

• Automatically import files from your connected SharePoint account.
• Enable seamless processing of documents stored in Microsoft SharePoint.

Managing Your Integration

• To manage or disconnect your integration, visit the My Integrations tab.
• Use the options next to your integration name to modify or remove it.