SharePoint Connector Documentation
Index

Documentation Map

This page provides a guide to navigating the SharePoint Connector documentation. Use this map to find the information you need based on your role or task.

Documentation Structure

The documentation is organized into logical sections that follow your journey from installation through advanced usage.

Section Overview

Section Purpose
Introduction Understand what the connector does and its capabilities
Compatibility & Licensing Verify requirements and understand licensing
Getting Started Quick start guide for new users
Installation Step-by-step installation instructions
Core Configuration Set up the SharePoint connection
Folder Mapping Configure how folders are organized
Working with Files Day-to-day file operations
Automations Automatic document upload and email attachments
Document Generation Create documents from templates
Printing Print documents directly to SharePoint
Metadata Configure SharePoint column mapping
Migration Transfer existing data to SharePoint
E-Signing Electronic signature integration
Incoming Documents Automatic document import
Troubleshooting Solve common problems
Developer Technical documentation for partners
Appendix Reference materials, glossary, and release notes

By Role

For Administrators

Setting up and configuring the connector:

  1. Supported Editions
  2. Install in SaaS or Install On-Premises
  3. Post-Install Activation
  4. Permissions in Business Central
  5. SharePoint Setup Page
  6. Microsoft Entra App Registration
  7. Authentication Tips and Tricks
  8. Testing the Connection

For Business Users

Using the connector day-to-day:

  1. Quick Start Checklist
  2. First-Time Navigation
  3. Viewing and Browsing Files
  4. Uploading Files
  5. File Categories
  6. Check-In and Check-Out
  7. Generating Documents

For Power Users and Configurators

Setting up folder structures and automations:

  1. Concepts and Terminology
  2. SharePoint Table Mapping
  3. Mapping Methods
  4. Conditional Table Mapping
  5. Auto-Upload Configuration
  6. Adding Metadata Columns
  7. SharePoint Document Templates

For Developers and Partners

Technical integration and customization:

  1. Programming Examples
  2. Add the FactBox to Any Page
  3. Published Events Reference
  4. Permission Sets

By Task

Initial Setup

Task Documentation
Install the app SaaS Installation
Activate license Post-Install Activation
Configure connection SharePoint Setup Page
Set up Azure AD App Registration
Get a login method working Authentication Tips and Tricks

Document Management

Task Documentation
Browse SharePoint files Viewing and Browsing
Upload files Uploading Files
Organize with categories File Categories
Generate documents Generating Documents

Automation

Task Documentation
Auto-upload invoices Auto-Upload Configuration
Auto-attach files to emails Auto Email Attachments
Print to SharePoint Printer Setup
Process incoming docs Incoming Documents

E-Signatures

Task Documentation
Set up Adobe Sign Adobe Sign
Set up DocuSign DocuSign
Track signatures Monitoring

Additional Resources

Video Guides

Video tutorials are available for many features. Look for "Video guide" references throughout the documentation.

Online Help

  • Help URL: https://www.hougaard.com/sharepoint/
  • Support Forum: https://www.hougaard.com/sharepoint/

Reference Materials