Discovery AI on the Revenue Lifecycle Platform can integrate with Microsoft Sharepoint so you can import files directly from your Sharepoint libraries.
To integrate with Microsoft Sharepoint
From the left navigation bar of the Conga Start window, select the app launcher icon () and then pick Admin Console.
Click the AI icon () in the left nav bar to open the Discovery AI admin/management view.
Click Document Delivery Integration.
Under Actions, click Connect.
Login to your Microsoft Sharepoint account when prompted and follow the integration wizard steps.
Once your Microsoft Sharepoint account is connected, you can select Disconnect under Actions at any time to remove the integration.
Behaviors and Limitations
Sorting is not available.
An import request can only process one folder, one file, or one group of files.
While viewing Sharepoint content, if multiple items are selected across pages, you can process only the selections on the current page.
If you select files then navigate into and out of folders to select more files, only the current selection (i.e., whatever the current folder contains) will process.
Sharepoint displays all files regardless of type, so careful to select only the supported .doc, .docx, and .pdf file types.
