Microsoft SharePoint

Connect SharePoint to attach files from your firm's SharePoint sites when you generate a document or ask Templi a question, without downloading and uploading them first. Access is read-only, and Templi only reads a file when you attach it.

What it does

• Browse the SharePoint sites and document libraries you can already see, or search by name, from the attach files dialog in Templi.

• Attach a fact find, illustration, factsheet or any other file as a source for a document or a chat.

• Files stay in SharePoint. Templi keeps the attachment for the document it was used in.

Connect

Each person connects with their own Microsoft account, and sees only what that account can see in SharePoint.

1. In Templi, click Integrations, open Microsoft SharePoint and click Connect.

2. Review what the app will be able to do and click Authorise and connect.

3. Sign in to your Microsoft account in the tab that opens and allow read-only access to your files.