Microsoft Sharepoint Integration
Discovery AI on the Advantage Platform can integrate with Microsoft Sharepoint so you can import files directly from your Sharepoint libraries.
Integrating with Microsoft SharePoint
Discovery AI on the Advantage Platform can integrate with Microsoft SharePoint so you can import files directly from your SharePoint libraries.
- From Conga Start, click
- Under Actions, click Connect.
- Log in 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.
SharePoint 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 and then go into and out of folders to select more files, only the current selection (that is, whatever the current folder contains) processes.
- SharePoint displays all files regardless of type, so be careful to select only the supported .docx and .pdf file types.
- Search results only return files and not folders.