Microsoft SharePoint

What It Is

The Microsoft SharePoint connection connects your assignments to SharePoint document libraries and sites. Manage files, access shared resources, and work with your organization's document infrastructure.


What It Can Do

File Management

  • Upload files to SharePoint libraries

  • Download documents for processing

  • Organize files in folders and libraries

Document Libraries

  • Access team document libraries

  • Work with shared files

  • Manage document organization

Site Access

  • Connect to SharePoint sites

  • Access site resources

  • Work across multiple sites

Collaboration Support

  • Access shared organizational content

  • Work with team files

  • Support document-based workflows


Why It Matters

SharePoint is the document backbone for many organizations. This connection enables assignments to:

  • Access shared files - Work with documents stored in SharePoint

  • Manage document libraries - Organize and maintain file collections

  • Integrate with enterprise systems - Connect automation to corporate content

  • Support collaboration - Enable workflows that span teams and departments


When to Use It

Use the Microsoft SharePoint connection when your assignments need to:

  • Access files stored in SharePoint

  • Upload documents to shared libraries

  • Work with organizational document repositories

  • Process files from team sites

  • Manage document collections


How It Works

  1. Connect the connection - Authorize access to your SharePoint environment

  2. Configure sites and libraries - Specify which resources to access

  3. Build your assignment - Add SharePoint operations to your automation

  4. Access files - Your assignment can now read and write SharePoint content


Key Benefits

  • Enterprise documents - Access your organization's file infrastructure

  • Shared resources - Work with team and departmental content

  • Centralized storage - Leverage existing SharePoint investments

  • Governance support - Work within established document policies

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