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Integration with SharePoint

Your Tracker Coordinator should provide these instructions to the person who manages SharePoint Online or Office 365 in your organization. This is typically a SharePoint Global Admin in the IT department.

Before you begin

You will need
  • A Microsoft 365account. See the Microsoft account sign-in page for help.
  • An Office365 developer subscription. See Microsoft Developer Program for help. You will need your login name and password from your developer subscription to log in to the Microsoft Azure portal.
  • A registration to the Azure portal and a link from the Office 365 SharePoint instance to your Tracker registration. Legal Tracker must have permission to SharePoint.
  • A SharePoint client ID
  • A SharePoint secret key. Tracker will use this secret key to prove its identity when requesting a token.
  • Delegated permissions must be set up on Azure Active Directory.

Enable delegated permissions

A multi-tenant app registration must be present in Azure Active Directory. This app registration interacts with Share Point resources on behalf of a signed-in user. Tenant admin consent is not required for these permissions. Each Tracker company user can consent to these permissions. The Microsoft authentication center asks for consent only once, during the first login and retains the settings for subsequent users.
The following delegated permissions must be set up:
  • Microsoft Graph: User.Read
  • SharePoint: AllSites.Write
In the example in this illustration, the app registration is LES-TRK-P-Sharepoint-New.

Configure Legal Tracker to use Office 365 SharePoint online

  1. Select Settings in the left navigation.
  2. In the Features Setup section, select Document Management.
  3. Check the checkbox next to Enable SharePoint Online Integration.
  4. In the field Add your SharePoint site domain list, enter your SharePoint site address without the https:// prefix and select the icon.
  5. When prompted, enter your SharePoint client ID and SharePoint secret key.
  6. On the toolbar, select Save & close.

This article applies to:

  • Product: Legal Tracker
  • Subject: Integration
  • Audiences: Company