Connect to Sharepoint no-code

Before you begin

Prepare to connect to Microsoft

As part of the integration, you need to whitelist the Next Matter domain and create a service account. See if you've completed all the required steps.

Upload files to site

Click Workflows > + Create new... > Create a new workflow and give your workflow a name. If you have a workflow ready, click ... > Edit workflow.
Click + Add step and select Integrations > Sharepoint.
Click the step and click Configure integration.
Select Upload files.
Select the Site, Document library, and Folder.
Decide how to resolve name duplicates. You have the following options:

None: Overwrites the old file with the new one. This is also the default setting when you don't make the selection.
Rename: Renames the new file by adding a (number) or (copy) identifier
Fail: Prevents the upload of the new file with the same name. All the other files before the duplicate file get uploaded.

Provide the URL of the file. If there are multiple files, separate them with a comma.

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There are no restrictions to the type of files you can upload. You can also upload a file from an external drive (for example Google Drive) but the file must be publicly accessible.

Provide the new name for the file without the file extension (for example .jpg). If you upload multiple files, the name will be used to create a schema. For example, if you name the file myfile, the next file will be called myfile-1, and then myfile-2. We will use the original file format of the uploaded files.
If you leave the field blank, the original file names will be used.

How can I use the **File name** field

Creating your own name schema might be useful when your organization has its own naming conventions. The field enables combining free text and data references, so you can create a meaningful structure that allows for quick file identification.

For example, if a customer uploads photos of their broken car from their phone, the pictures might have random names. However, To make them recognizable, your schema might be {casenumber}-carphoto-{customernumber}. This way, when the files get uploaded in Sharepoint by the Next Matter step, they will follow a clear structure.

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Make sure to keep each file under 20MB as large files slow down the upload and the step might fail.

Create folder in a parent folder

Click Workflows > + Create new... > Create a new workflow and give your workflow a name. If you have a workflow ready, click ... > Edit workflow.
Click + Add step and select Integrations > Sharepoint.
Click the step and click Configure integration.
Select Create folder.
Select Drive ID and Parent folder ID.
Enter the name for your new folder.
Save your changes.

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The new folder access is defined by the SharePoint settings of your organization.

Share folder or file

You can share one folder or file per step.

Click Workflows > + Create new... > Create a new workflow and give your workflow a name. If you have a workflow ready, click ... > Edit workflow.
Click + Add step and select Integrations > Sharepoint.
Click the step and click Configure integration.
Select Share folder or file.
Select Drive ID and Drive item ID.
Enter comma-separated list of recipients.
Decide what access the recipients should have to the shared folder or file. They can have edit or view access.
Select at least one option:

Require sign-in to access shared item: The recipients will need to sign in to Sharepoint
Send access link by email: The link to the shared item will be sent to the recipients' email inboxes

(Optional) If you've selected to share the link by email, enter the message for the recipients.
Save your changes.

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When you share a folder, users typically have access to everything within that folder unless unique permissions are set at the file or subfolder level.