Add the SharePoint connector
important
Make sure to sign in to the CoCounsel application as an administrator.
- Go toManage,Admin Settings,Integrations, thenDMS integrations via Syncly.
- SelectNew integration.
- SelectSharePointas your Connector.
- Fill in the following fields:
- Name:Enter a name to identify the instance, such as SharePoint Online.
- Client Id:Enter the Application (client) ID from the previous step.
- Secret Key:Copy and paste the Value from the client secret from the previous step.
- Refresh Token:Leave as the default.
- Tenant ID:Enter the Directory (tenant) ID from the previous step.
- SelectAdd connector. The connector is added with an active state.noteWe recommend administrators authorizing as soon as you add the connector. This way, you can test the connection before other people begin using it.