Microsoft SharePoint Integration Manual

Overview

SharePoint is a paid add-on feature and must be enabled prior to use. Contact the Customer Success Team, or customersuccess@responsive.io, to enable it.

This article covers connecting to SharePoint in Responsive with the SharePoint URL. To connect using a Client ID and Secret Key, see Connecting to SharePoint in Responsive with a Client ID and Secret Key.

Responsive integrates with SharePoint, a secure place to store, organize, share, and access information from any device.

Topics covered in this article:

• Configuring SharePoint in Responsive using SharePoint URL
• Verifying Account Connection
• Connecting to SharePoint
  • Connecting Using Your Account
  • Connecting Through SharePoint Search

Configuring SharePoint in Responsive using SharePoint URL

1. Go to Organization Settings > Integration > Collaboration and click Configure on SharePoint.
   

2. Turn on the Enable Account toggle.

   

3. Enter the URL for your SharePoint site. This should be the root (home) URL of your SharePoint instance.

   Example:

   https://<your_subdomain>.sharepoint.com

   
   Note: To connect using SharePoint URI, Client ID and Secret Key, see Configuring SharePoint in Responsive with Client ID and Secret Key.

4. Click the Admin Consent Link to provide access to other users in your organization. When the SharePoint login page displays, click Accept.
   
5. Click Connect.
   
6. Once connected, select the SharePoint sites and sub-sites the user should be granted access to.
   
   • By default, if no sites or sub-sites are added, your users can search all listed sites without restrictions.
   • When you add sites or sub-sites to the Selected Sites list, your users can only search within those selected sites.
7. Click Save.

Verifying Account Connection

1. Login to the Azure portal.

   

    

2. Use the search to locate App registrations.

   

3. Click All applications. You can see RFPIO has been installed after your authentication on the SharePoint application.
   

Connecting to SharePoint

SharePoint can be connected in three ways:

• From Organization Settings (as described in the previous sections).
• Using Your Account in Responsive.
• Using SharePoint search.

Connecting Using Your Account

You can connect to SharePoint from Your Account only to initiate the connection; then you can start using it from the question list level.

1. Go to My Account.
2. Click the Integrations tab and click Connect associated with SharePoint.
   
    
3. Account connected is displayed when you have successfully signed in with your SharePoint account.
   
    

Connecting Through SharePoint Search

1. Go to the question, click More Options, then select SharePoint Search.
   
2. Click Connect to Sharepoint.
   
3. Perform a search; the results are returned from SharePoint.
   
4. You can:
   • Hover over the search results to view the Copy icon and paste the response.
     
     
     
      
   • Click the Advanced Search icon in the Search bar to perform an advanced SharePoint search.