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Microsoft SharePoint Online

Use the Microsoft SharePoint Online (OAuth 2.0 with user-based access) type connector to deliver scanned files to a location in a selected Microsoft SharePoint Online document library with user-based authorization.

If you wish the users to authorize in advance (before going to the terminal), you can:

  • Share an authorization link displayed in the connector configuration.
  • Advise the users to use the Authorizations tab in My profile section of SAFEQ Cloud Web UI.

Integration is done using Graph API. Access is granted on per user basis using OAuth2 Authorization Code Flow, authorization is secured via Proof Key for Code Exchange (PKCE).

The following permissions (scopes) are needed:

ScopeDescriptionReason
Sites.ReadWrite.AllAllow the application to edit or delete documents and list items in all site collections on your behalf.To be able to upload and modify (create folders, append into files) content on the user's behalf.
offline_accessMaintain access to data you have given it access to. Allows the app to see and update the data you gave it access to, even when users are not currently using the app. This does not give the app any additional permissions.To keep access working even after one hour.

Connector configuration

You can find the link for users to initiate authorization of the connector in this section.

SharePoint site name  – Define the site names you want your scans to be delivered to (marked below in  green).

  • When using a custom site:
    • For example,  https://myCompanyName.sharepoint.com/sites/<mySite>/<myOptionalSubsite>/<myDocumentLibrary>/Forms/AllItems.asp
    • In SharePoint site name, enter  sites/<mySite>/<myOptionalSubsite>
  • When using the default SharePoint site:
    • For example,  https://myCompanyName.sharepoint.com/<myOptionalSubsite>/<myDocumentLibrary>/Forms/AllItems.asp.
    • In SharePoint site name, enter  <myOptionalSubsite>
  • Leave empty in case you wish to use the default site.

There are no additional configurable fields. 

Workflow configuration

When configuring the workflow, fill in the following settings:

  • Target SharePoint Online Library – Define the public SharePoint library. Be aware that the SharePoint library name is case-sensitive! Usually, at least the library "Documents" exists by default, so you can make an initial test using this library. The library name is taken from the Document Library, which the user can see on their SharePoint page.

    The library name in the URL usually differs from the real name of the library. You can obtain the real name via Graph API.

     
     

     

  • Additional Sharepoint Online path – The directory where the workflow delivers scanned files, relative to the connector's document library. Capture variables may be used. Keep in mind the limitations of characters that are allowed to be in paths. A path to a subfolder can be specified. This parameter is optional.
  • Document columns  – Adds an administrator-predefined document column to the corresponding SharePoint document metadata.  The document column value must be a string in the format expected by the SharePoint column. Otherwise, the column value will not be saved. You can use variables in column values. Duplicate column names are not allowed.
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