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This article applies to:

  • Product: CoCounsel
  • Audiences: Legal professionals

SharePoint connector

Complete the following steps to connect SharePoint and CoCounsel. You can also watch this video for detailed guidance.

Set up the connector in SharePoint

  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:
    1. Name:
       Enter a name to identify this application, such as CoCounsel.
    2. Redirect URI:
       Enter the redirect URL. For platform select
      Web
      .
      note
      To find the redirect URL, go to
      CoCounsel Application, Manage, Admin Settings, Integrations, DMS integrations via Syncly, then Get your redirect URL and view setup info.
  5. Select
    Register
    .
  6. Go to
    API permissions
     for the new application.
  7. Add the following permissions and select Grant admin consent:
    1. Microsoft Graphs: Sites.Read.All and User.Read
    2. SharePoint: User.Read
  8. Go to
    Certificates & secrets
     and create a
    New client secret
    .
    1. Description:
       Enter a description to identify the client secret, such as CoCounsel.
    2. 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. Go to
    App Overview
     and save the
    Application (client) ID
     and
    Directory (tenant) ID
    . They will be needed in the next step.

Add the SharePoint connector

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

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