# SharePoint

**Feature ID**: FU-1046

**Document Version:** 2.0

**Date:** 10-10-2025

### Introduction

The SharePoint integration in Unifize allows you to link and work with files from your Microsoft 365 SharePoint or OneDrive account—directly within checklist fields. This means you can access the most up-to-date documents, collaborate in real time, and avoid uploading duplicates—all without leaving Unifize.

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### **What end users can do with SharePoint**

Once your admin has enabled the integration and configured it for your process, you can:

* **Attach files from SharePoint or OneDrive:** Use the **Attach file** button in a checklist field to select a document stored in SharePoint or OneDrive. This links the live document, avoiding version mismatches.
* **Open files in Microsoft 365 browser:** Open attached files in Word, Excel, or PowerPoint directly in your browser to review or co-edit (if permission is granted).
* **Work with files created via Unifize:** If your admin enables the feature, you’ll see options to create a new Word, Excel, or PowerPoint file—stored in SharePoint and added directly to your checklist.
* **Collaborate seamlessly:** All updates to linked SharePoint files are reflected instantly in the checklist field and shared with other record participants.

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### **User Journey**

**To get started with using SharePoint:**

1. Go to the My Inbox section
2. Open a record and go to the checklist.
3. In a file-upload checklist field, click **Attach file**.
4. Choose **Add from SharePoint/OneDrive**.
5. The Microsoft file picker opens—select your file.
6. The file is now linked and shown in the checklist field.
7. Click the file to view or co-edit it in the browser.

If enabled: You may see options like **Create Word document**, **Create Excel file**, etc. Choose one → give it a name → the file is created in SharePoint and linked in the checklist.

### H**ow SharePoint helps you**

Here’s how this integration improves your experience:

* **Eliminates redundant uploads:** No need to download from SharePoint and re-upload to Unifize. Simply link the original.
* **Always up to date:** You’re always looking at the latest version of the file—no manual sync required.
* **Collaborate where work happens:** Keep conversations, context, and documents in one place, without toggling between tools.
* **Compliant and secure:** File access and permissions are still governed by your Microsoft 365 setup, so sensitive documents remain protected.

### Roles and permissions

| Role          | Capabilities                                                               |
| ------------- | -------------------------------------------------------------------------- |
| Admin         | Enable integrations, configure folder paths, manage file creation settings |
| Org member    | Attach files from SharePoint, view/edit files based on granted permissions |
| External user | No access unless granted permission within Microsoft 365                   |

> If you do not have permission to view or edit a file, you’ll see an option to request access from the file’s owner in SharePoint.

***

### Current limitations and edge cases

* **File locking**: Features like file locking are not automatically applied to the files during a revision process. Currently, there's a limitation of applying file locking only to the original file and not its revision files.
* **Usage of personal SharePoint or OneDrive**: It's not recommended to use personal SharePoint or OneDrive while interacting with the SharePoint feature as roles and permissions can vary a lot among SharePoint and OneDrive
* **Microsoft access issue:** If an external user is trying to edit a SharePoint file on Unifize platform and their browser already has Microsoft account logged in with some other email ID than the one they used for their Unifize account, they will face access issues. This is because the edit page on the Unifize platform will try to open with the logged in account.

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