Adding a SharePoint provider

Display Name

Specify a display name for this provider.

Reference ID

Specify a reference ID for the provider. This is an internal identifier for the provider, so it can be anything you choose.

Provider Type

Select SharePoint.

Default Document Type

Specify the default document type for the provider. The default document type will be used for all attachments added to this provider, unless the user manually selects a different document type.

Ensure Unique File Name

Indicates whether file names within this provider must be unique when selecting files.

Load automatically

Select this check box if you want attachments from the provider to load automatically when an Attachments grid is displayed. Otherwise users must click Inquire to load attachments.

Is SharePoint Online?

Indicates whether the SharePoint connection is SharePoint Online or SharePoint Server 2013.

Url

Specify the URL of the SharePoint site.

Authentication Type

Select the type of authentication that you want to use for the SharePoint site.

If you are using SharePoint Online, you must use OAuth 2 authentication. Specify this information:

Enable OAuth2

Select this check box to use OAuth2 authentication for SharePoint Online.

To use OAuth2 you must first set up an Azure Active Directory (AAD) tenant that authorizes access to SharePoint.

See AAD app registration.

Client ID

To use OAuth 2 authentication, specify the application (client) ID of the AAD tenant.

Tenant ID

To use OAuth 2 authentication, specify the directory (tenant) ID of the AAD tenant.

If you are not using OAuth 2 for authentication, specify the authentication information in these fields:

User Name

Specify a user name for the SharePoint site.

Password

Specify the password for the SharePoint user name.

See Associating document types.