Sharepoint

This page contains the information to ingest your documents from Sharepoint sites.

Prerequisites

• Sharepoint Site URL

• Client ID and Client Credential with access to the Sharepoint instance

For more information, please refer to Sharepoint Online documentation.

Step-by-Step Guide

1. Access the Create Source Page. Navigate to the “Sources” section on the left sidebar and click the “New Source” button.

2. Select Source Type. Select Sharepoint from the Type dropdown menu.

3. Configure Source Details to connect to Sharepoint

• Name (required): Enter a unique name for the Sharepoint source connector.

• Client ID (required): Input the Client ID provided by Sharepoint for app registration.

• Client Credential (required): Enter the Client Credential (secret or certificate) associated with the Client ID.

• Site URL (required): Provide the base URL of the Sharepoint site you wish to connect to.

• Path (required): Specify the path from which to start parsing files. Default is “Shared Documents”.

4. Additional Settings

• Check Recursive if you want the platform to recursively ingest data from sub-folders within the specified path.

• Check Files Only if you want the platform to ingest files without considering the folder structure.

5. Submit. After filling in the necessary information, click ‘Submit’ to create the Source Connector. The newly completed Sharepoint connector will be listed on the Sources dashboard.