Integrating Cloud Sync with SharePoint

How to Set Up SharePoint Integration

1. Enable SharePoint Integration

1. Navigate to Settings > Integrations > SharePoint in FileInvite.
   

2. Click Connect on the SharePoint integration card.

3. Authenticate with your SharePoint account.
   

4. If OneDrive or Google Drive is connected, a confirmation prompt will appear informing you that they will be disconnected.

5. Confirm to proceed.

2. Select a SharePoint Site

1. If only one SharePoint site is available, it will be pre-selected.

2. If multiple sites exist, select the desired site from the list.
   

3. Click Continue to proceed.

3. Choose a Storage Folder

1. The folder structure of the selected site will be displayed.

2. Select a folder where files should be stored.
   

3. Click Save Changes to finalize the setup.

Managing SharePoint Integration

Changing the Connected Site

1. Go to Settings > Integrations > SharePoint.

2. Click Change Site.

3. Select a new SharePoint site and folder.

4. Save the changes to apply the new configuration.

Changing the Storage Folder

1. Open the Document Library screen.

2. Click Choose Folder.

3. Select a different folder within the current SharePoint site.

4. Click Save Changes.

Creating a New Folder

1. In the Document Library screen, click + New Folder.

2. Enter a name for the new folder.

3. Click Create New Folder.

4. The folder will be added and can be selected as the storage location.

File Sync Trigger

Files sync to SharePoint based on your File sync trigger setting—either immediately on upload, or after you've reviewed and Accepted them from the invite Overview page.

1. Navigate to Settings > File Sync Settings
2. Click the File Sync tab
3. Under Trigger, select an option:
   • On Upload: Files are synced immediately when a borrower uploads a document in the portal
   • On Accept: Files are synced only when the file is accepted after being reviewed
4. Click Save Settings

💡 Best Practices:

• Use On Accept if you want to review documents before they appear in your SharePoint site
• Use On Upload if your team needs the fastest possible access to uploaded files

Folder Naming Preferences

You can automatically rename the folders FileInvite creates for each invite, both for downloaded files and files synced to SharePoint.

1. Navigate to Settings > File Sync Settings
2. Click the Folder Options tab
3. Toggle on Rename Invite Folders
4. Choose your preferred Separator Options (e.g., underscore, dash, or space)
5. Drag to reorder which variables appear in the folder name:
   • Invite Subject
   • Contact(s) Name (format options include Firstname Lastname)
   • Invite Reference
   • Date (format options include YYYYMMDD)
   • Contact(s) Company
6. Click the eye icon next to any variable to show or hide it from the folder name
7. Check the Folder Name Preview to confirm the result
8. Click Save Settings

Business Rules & Restrictions

• Only one SharePoint site can be connected at a time.

• Other cloud storage integrations (Google Drive, OneDrive) cannot be enabled while SharePoint is active.

• If a selected folder is deleted or permissions are revoked, users will be prompted to select a new folder.

• A new badge system in the integrations menu will indicate account-wide integrations.

  • Single-Person Icon: User-level integrations (e.g., personal OneDrive, Google Drive).

  • Multi-Person Icon: Account-wide integrations (e.g., SharePoint).

Common Issues & Troubleshooting

Error: "Different Email Account Detected"

• Ensure you are logging in with the same email account used for FileInvite.

Unable to Connect SharePoint

• Verify that you have Admin or Account Owner permissions.

• Ensure OneDrive and Google Drive integrations are disabled before attempting to connect SharePoint.

Folder Not Found or Access Revoked

• Navigate to Settings > Integrations > SharePoint.

• Select a new site or folder to restore syncing.