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DMS integration

SharePoint connector

Complete the following steps to connect SharePoint and CoCounsel. You can also watch this video for detailed guidance.
  1. Go to the Microsoft Entra Admin Center.
  2. From the navigation bar, select
    Applications
    , then
    App registrations
    .
  3. Select
    New registration
    .
  4. In the registration screen, provide the following details:
    • Name:
       Enter a name to identify this application, such as CoCounsel.
    • Redirect URI:
       Enter the redirect URL. For platform select
      Web
      .
  5. Select
    Register
    .
  6. Navigate to
    API permissions
     for the new application.
  7. Add the following permissions and select Grant admin consent:
    • Microsoft Graphs: Sites.Read.All and User.Read
    • SharePoint: User.Read
  8. Navigate to
    Certificates & secrets
     and create a
    New client secret
    .
    • Description:
       Enter a description to identify the client secret, such as CoCounsel.
    • Expires:
       Enter a client secret expiry.
  9. Copy the
    Value
     for the newly created Client secret. This will be your Client Secret in the next step.
  10. Navigate to
    App Overview
     and save the
    Application (client) ID
     and
    Directory (tenant) ID
    . They will be needed in the next step.
Add SharePoint connector
  1. Be sure you sign in to the CoCounsel application as an administrator.
  2. Go to
    Manage
    ,
    Admin Settings
    ,
    Integrations
    , then
    DMS integrations via Syncly
    .
  3. Select
    New integration
    .
  4. Select
    SharePoint
     as your Connector.
  5. 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.
  6. Select
    Add connector
    . The connector is added with an active state.

Set up the connector in SharePoint

  1. Go to the
    Microsoft Entra Admin Center
    .
  2. Enter the redirect URL.
  3. Copy the
    Value
    .
  4. Set the following application permissions and select
    Grant admin consent
    .
    1. Microsoft Graphs
      • Sites.Read.All
      • User.Read
    2. SharePoint
      • AllSites.Read

Add the SharePoint connector

  1. Be sure you sign in to the application as an administrator.
  2. Go to
    Manage
    Admin Settings
    Integrations
    .
  3. Select
    New connection
    .
  4. Select SharePoint as your
    Connector
    .
  5. Fill in the following fields:
    • Name:
       Enter a name to identify the instance, such as SharePoint Online.
    • Client Id:
       This is a randomly generated string by SharePoint, listed in the application's record from step 1.
    • Secret Key:
       Copy and paste the random string from the previous step.
    • Refresh Token:
       Leave as the default.
    • Tennant ID:
       Enter the unique Syncly string of characters from step 1.
  6. Select
    Add connector
    . The connector is added with an active state.
    When you add the connector, it's available for all other people to view in their list of external Document Management System (DMS) connections. Every individual runs through the authorization process the 1st time they sign in.

This article applies to:

  • PRODUCT: CoCounsel

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