Using SharePoint on Unifize

Overview

Unifize now integrates directly with Microsoft 365, allowing users to upload, manage, and create documents from SharePoint or OneDrive—without ever leaving the platform. This feature is designed to streamline your document control workflows, reduce redundancies, and keep everything in sync with your organization’s SharePoint permissions.

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What This Feature Does

This integration enhances the existing Upload File checklist field in Unifize. Users now get a new file source option: Office 365 OneDrive / SharePoint, alongside the traditional options of uploading from the computer or the Unifize file store.

You can:

• Attach files directly from your SharePoint or OneDrive.

• Create new Microsoft 365 documents (Word, Excel, PowerPoint) from within Unifize (for Admins only).

• Keep permissions aligned with your SharePoint settings, removing the need for separate access management.

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Where to Use It

You can use this functionality in any checklist field set to Upload File.

To Enable It:

1. Navigate to Process Builder in Unifize.

2. Add a checklist field and select Upload File as the field type.

3. You'll now see new file source checkboxes, including:

   • Upload from Computer

   • Unifize File Store

   • Office 365 OneDrive / SharePoint

Once enabled, users will be able to pick from these file sources when uploading documents in a conversation.

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Capabilities & Features

• File Picker: Users can browse and select files directly from their connected SharePoint/OneDrive account.

• New File Creation (Admin only): Admins can create new .docx, .xlsx, or .pptx files that are instantly saved in the connected SharePoint folder.

• Set Folder Path: Admins can set a default SharePoint folder path where new files will be created.

• Editing Access: Option to allow other chatroom members to edit the newly created files.

• Permission Sync: File permissions are automatically inherited from SharePoint, so document security stays consistent.

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Permissions Needed

Admin Users:

• Can configure the Microsoft 365 integration

• Required permissions:

  • User.Read

  • Files.ReadWrite.All

  • Domain.Read.All

Org Members (Regular Users):

• Can pick files and attach them to checklist fields

• Can create files if permissions and folder paths are set by Admin

• Required permissions:

  • User.Read

  • Files.Read.All or Files.ReadWrite.All

  • MyFiles.Write

  • offline_access

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Use Cases

• Quickly attach controlled documents from SharePoint to checklist fields

• Create and share meeting minutes, reports, or CAPAs directly inside a conversation

• Maintain revision history using SharePoint’s native versioning

• Avoid file duplication by working from a single source of truth

• Ensure that access control follows your organization's existing Microsoft 365 setup

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