This integration is available in the Business and Enterprise versions of R2 Docuo.
- If you are not yet a Docuo customer, try the free version now.
- If you are a Professional customer, contact us and upgrade to the Business version.
- And if you are already a Business or Enterprise customer, follow these steps to configure it:
To configure the connector, you must be an R2 Docuo administrator.
When you log in to your repository and the connector is available, you will see the SharePoint tab in the configuration section:
Enter in “open” button and introduce the connection details and locations you want to have available in your Docuo:
- URL address: This is the access address to your SharePoint, without specifying any location. For example: contoso.sharepoint.com
- Tenant: It is the domain of your organization in Microsoft. For example: contoso.onmicrosoft.com
- Application-identifier: This 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 the name of a site and the name of a document library. In addition, each location has a name that serves to identify it in Docuo. Additionally, we can also specify a folder path within it. For example:
Use the connector in the process
Once you have defined SharePoint locations in your repository you can start using them. Open the setup wizard for any category that has a workflow associated with it. Go to the “Process” step. Choose the transition (arrow) where you want the SharePoint export to run and right-click on it, choosing the “Configure…” option.
In the “Automatic actions” tab of this configuration window, you can specify the those that will be performed when the transition is executed:
This setting can be made for the main document file and for the fields of file type by creating additional automatic actions:
In either case, if you check the “Export to” option, it will activate the integration with SharePoint. And then, the drop-down list of locations that you previously defined will be enabled. This drop-down will indicate the location where the file will be exported. Choose 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 so that you can set the destination location dynamically, based on the document metadata.
You can also decide its behavior when the file already exists in SharePoint by checking or unchecking the “Overwriting existing file” tab.
We have a detailed guide availible for configuring security and permissions settings in SharePoint 365 for using this plug-in. If you need it, please request it via support ticket.