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Enabling Sharepoint Storage

Detailed steps required to enable Salesforce as a storage location

Updated over 2 months ago

Add Sharepoint Storage Location to Dcisive

Within Dcisive, navigate to "Storage" within the "Settings" screen. Select "Add Storage"

Select "Sharepoint" as the storage location, select "Connect"

Select the appropriate account with permission to access Sharepoint:

Select "Accept" to give Dcisive permission to access Sharepoint for file read, transfer and storage.

Validate that the green "Connected" indicator is visible in the Connection item.

Provide the name for the Sharepoint connection, as well as the Sharepoint drive to execute Dcisive operations.

Select "Save" and confirm that the connection is visible in the list of Storage locations.

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