This topic provides guidelines for selecting a flow for Office 365 configuration. You must consult your organization's SharePoint or Azure configuration team before finalizing the Office 365 configuration approach. You can choose to configure Sharepoint or Azure App according to your requirement.

About Office 365 Configuration

Sharepoint

During Office 365 review, SharePoint temporarily stores agreement documents when a review cycle is initiated. Agreement documents are removed once the review cycle is ended in Contracts for Salesforce. Hence, you must provide the required permissions for users to create and access the stored files.

Site Configuration

You can create a dedicated site in your organization's SharePoint and configure Contracts for Salesforce to use the site. If you do not create and configure a dedicated site in your organization's SharePoint, Office 365 uses your organization's default site.

Folder Configuration

You can create a folder in the configured SharePoint site and configure Contracts for Salesforce to use that folder. If you do not create a folder, SharePoint creates a default folder in the configured SharePoint site and adds all Contracts for Salesforce agreement documents under the default folder.

Azure App

You must use Azure to communicate between Contracts for Salesforce and SharePoint. You can create an app in your Azure portal.

App Permissions

You must provide the required permissions to the Azure app for all the reviewers to allow the Azure app to create folders and files. You can use one of the following flows to facilitate interaction between the Azure app and SharePoint. 

  • Application Flow
  • Delegated Flow

Application Flow

The Azure app can interact with SharePoint without users needing to log in to Office 365. The user's permissions are not directly used. For more information, see Application permissions and Application access.

Delegated Flow

The Azure app cannot interact with SharePoint without user interference. Both the user and the Azure app have permission to create a folder or file and add permission in SharePoint. When sending or reviewing a document, the user must be logged in every time. Hence, this is a restrictive flow. For more information, see Delegated permissions and Delegated access.

App Configuration

The app creation and configuration are different for the application and delegated flows. You must select a flow that is appropriate to your organization's policy.