Microsoft SharePoint - Documents

Microsoft SharePoint - Documents

SharePoint integration lets you store patient documents in your organisation's SharePoint library, manage document templates, and configure branding.

How to Connect

1. Navigate to Apps > Microsoft SharePoint
2. Click Connect to Microsoft
3. Sign in to your Microsoft 365 account and grant the requested permissions
4. The system auto-detects your connected SharePoint site
5. Once connected, click Setup to configure metadata columns for document management

Connection Status

When connected, the Overview tab shows:

• SharePoint site name
• Site URL (clickable link to open in SharePoint)
• Metadata columns status - shows whether columns have been set up

Use the Refresh button in the header to refresh your connection token.

Metadata Columns

Metadata columns must be set up before documents can be properly organised in SharePoint. Click Setup on the Overview tab to configure them. If setup fails, a Retry button appears.

Tabs

Tab	Description
Overview	Connection status, site details, and metadata setup
Templates	Create and manage document templates stored in SharePoint
Branding	Configure document design and branding settings

Disconnecting

Click Disconnect on the Overview tab. Existing documents in SharePoint are retained.

Tip: Set up metadata columns immediately after connecting. This ensures documents are properly categorised from the start.