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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.

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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