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How Do I Set Up the SharePoint Connector - Content Sources?

Updated
 

Subscription Required: This feature is available on select subscription plans only, and requires a SharePoint subscription and licenses. Contact our Customer Success Team to learn more, or reach out to our Support Team with any questions.

Easily respond with content from both your Loopio Library and other sources via SharePoint, allowing you to automate responses to even more of your questionnaires.

Prerequisites

Connecting Loopio with SharePoint

  1. In Loopio, click Admin in the top navigation
  2. Click Integrations
  3. Scroll to the Content Connectors section
  4. Click Enable on the SharePoint tile
    Sharepoint Content Connector.png
  5. Sign in to SharePoint
  6. Click Yes to allow the requested permissions
    Loopio SharePoint app permissions.png
  7. Name your SharePoint connection
    Name the SharePoint connection.png

  8. Select files and folders to connect with Loopio

     

    Important: 

    • File limits: Up to 1,000 files per connection, maximum 30 MB per file
    • Supported file formats: DOC, DOCX, XLS, XLSX, PPT, PPTX, PDF, CSV, TXT, MD
  9. You will see a sync in progress banner on the Admin > Integrations screen
    SharePoint syncing in progress.png
  10. Once the sync is complete, you will see the last synced date and time
    SharePoint tile synced.png

SharePoint is now enabled for your instance!

Grant Users Permission to Use SharePoint as a Content Source

  1. Click Admin in the top navigation
  2. Click Roles & Permissions
  3. Select a Role that should have access to use SharePoint as an information source
  4. Click Customize Permissions
  5. Enable the permissions Generate & Edit Answers and Can use SharePoint
    Can use Sharepoint.png

View Details of an Existing Connection

Click the title of the connection to view details of the connection:

SharePoint connection details.png

Modify an Existing Connection

  1. In Loopio, click Admin in the top navigation
  2. Click Integrations
  3. Scroll to the Content Connectors section
  4. Click the actions menu (⋯) to the right of the connection
  5. Select from:
    • Re-sync (available once per 24 hours)
    • Select new files
    • Edit Connection name
SharePoint connection actions.png

Disconnect an Existing Connection

  1. In Loopio, click Admin in the top navigation
  2. Click Integrations
  3. Scroll to the Content Connectors section
  4. Click Disconnect on the SharePoint tile

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