ShareFile

Enable SharePoint Online Connector

  1. Navigate to Account settings > Connectors to view all Connectors available for your account.

    Connector overview

  2. Select Add for the SharePoint Online connector. You are prompted to name the Connector and provide a Site URL.

    Connector overview

    Connector overview

  3. Enter the URL path to your SharePoint Online account. Enter the URL as follows, replacing “mysite” with your own domain/site name and adding the shared%20documents wildcard where indicated. If you do not know your subdomain, you can find it in your web browser when you sign into SharePoint.

    https://mysite.sharepoint.com/sites/siteName/shared%20documents

    Connector overview

  4. By adding a user to the access list for a specific Connector, that user is able to use the Connector to link their account to another data storage service. Select Save to continue.

  5. Alternatively add the Connector app to the respective SharePoint Online account if the above option does not work.

Need Admin approval for SharePoint Online Connector

Once the SharePoint Online is enabled, user must authenticate in the ShareFile App. Both client and employee users must have admin approval before accessing SharePoint files or folders. Use the following instructions to get access to the SharePoint Online connector.

  1. Navigate to Folders > SharePoint Online you then be redirected to the Microsoft account page.

    Connector overview

  2. Select your Microsoft account.

    Connector overview

  3. Access SharePoint Online

    a. If you do not have permission to access SharePoint Online files/ folders, the Need admin approval page is displayed.

    b. Admin approval is required to access folders.

    Connector overview

  4. Admin Authentication and Consent Approval

    a. The admin should log in to the ShareFile app, complete authentication, and then respond to the Permission requested message.

    b. To grant access, check the consent box and click Accept.

    Connector overview

    NOTE:

    The admin only needs to provide consent once for all users.

  5. User Re-authentication

    a. Once approved, user can navigate to Folders > SharePoint Online within the ShareFile App.

    b. The Authentication required screen is displayed, prompting you to re-authenticate before accessing the SharePoint Online connector.

    Connector overview

  6. After successful re-authentication, you then be redirected to access SharePoint Online folders.

    Connector overview

  7. Select any files to download, share, delete, or preview as needed.

    Connector overview

Enable SharePoint Online Connector