> ## Documentation Index > Fetch the complete documentation index at: https://docs.omnifact.ai/llms.txt > Use this file to discover all available pages before exploring further. # Setting Up SharePoint > Connect Microsoft SharePoint to Omnifact from start to finish: enable the integration, grant Microsoft Entra ID admin consent, link user accounts, and sync SharePoint sites and folders into Spaces. Connecting **Microsoft SharePoint** to Omnifact lets your team ask questions across handbooks, company policies, contracts, and project libraries in plain language instead of clicking through nested folder trees. Team members can also attach SharePoint files directly inside any chat conversation. ## How SharePoint Setup Works at a Glance Setting up SharePoint involves three quick steps across your workspace roles: > [card] 1. Organization Admin > > Enables SharePoint once in **Team Settings > Integrations** and completes one-time **Microsoft Entra ID Admin Consent** if required by your tenant. > [card] 2. Team Members > > Connect their personal Microsoft 365 account in **Account Settings > App Connections** to attach SharePoint files in chat. > [card] 3. Space Admins > > Link specific SharePoint team sites and folders to a Space (A dedicated environment with a specialized agent and optional Uploaded Files) under **Connected Sources** for automatic background sync. *** ## Step 1: Enable SharePoint for Your Organization (Admin) An organization **Owner** or **Admin** enables SharePoint once for the entire workspace. **1. Open the Integrations Catalog** Click your **User Avatar** in the bottom-left corner, select **[Team Settings > Integrations](https://docs.omnifact.ai/en/platform/team-administration/integrations.md)**, and switch to the **Catalog** tab. **2. Add SharePoint** Locate **SharePoint** under **Files & Documents** (or use the search bar) and click **Add**, then confirm in the dialog. SharePoint now appears under your **Installed** tab. **3. Grant Microsoft Admin Consent (If Required by Entra ID)** Many Microsoft 365 tenants require an IT administrator to approve third-party applications in Microsoft Entra ID (formerly Azure AD) before employees can connect their accounts. Open **SharePoint** from **Team Settings > Integrations > Installed** and click **Grant admin consent**: * **If you are a Microsoft Global Administrator:** Click **Authorize Organization**, sign in with your Microsoft admin credentials, check **Consent on behalf of your organization**, and click **Accept**. * **If another IT administrator manages Microsoft Entra ID:** Under **Need to request access?**, click **Copy** to grab the authorization link and send it to your Microsoft administrator. See our [Microsoft Admin Consent](https://docs.omnifact.ai/en/guides/troubleshooting/microsoft-admin-consent.md) guide for a visual walkthrough of both flows. ![SharePoint integration details page in Team Settings showing connected user count, user sign-in instructions, Grant admin consent button, and Remove action.](https://mintcdn.com/omnifact/tRH9Gi0LEITIC1Eu/images/Documentation/settings-integrations-sharepoint-en.png?fit=max\&auto=format\&n=tRH9Gi0LEITIC1Eu\&q=85\&s=d38c4af926a5b438b3f80fccd60eb14e) *** ## Step 2: Connect Your Personal Microsoft 365 Account (All Users) Once SharePoint is enabled for the organization, each team member links their own Microsoft 365 work account. Omnifact requests strictly **read-only** permissions and never modifies, renames, or deletes files in SharePoint. **1. Open App Connections** Click your **User Avatar** in the bottom-left corner, select **Account Settings**, and open **[App Connections](https://docs.omnifact.ai/en/platform/core-features/account-settings/connections.md)** (or navigate directly to `https://chat.omnifact.ai/account/connections`). **2. Start the SharePoint Connection** Under **Available Connections**, find **SharePoint** and click **Connect**, then click **Continue to SharePoint** in the confirmation dialog. **3. Sign In with Microsoft 365** Sign in with your Microsoft work or school account in the popup window and accept the permission prompt. Once completed, the popup closes and **SharePoint** appears under **Your Connected Apps** with a **Connected** badge. > [!TIP] > > **Seeing "Need admin approval" during sign-in?** Your Microsoft 365 tenant requires tenant-wide consent before individual users can connect. Follow the [Microsoft Admin Consent](https://docs.omnifact.ai/en/guides/troubleshooting/microsoft-admin-consent.md) steps in Step 1 above to unlock access for your organization. *** ## Step 3: Sync SharePoint Sites and Folders into a Space (Space Admin) To make SharePoint document libraries searchable by a Space's agent (An AI system that helps you with tasks through conversation and can take actions on your behalf) and keep them updated automatically, connect them as **[Connected Sources](https://docs.omnifact.ai/en/platform/core-features/spaces/connected-sources.md)**. > [!NOTE] > > You need **Space Admin** permissions in the Space to connect sources. If your organization restricts knowledge uploads by group, your group must also have the **[Manage Knowledge](https://docs.omnifact.ai/en/platform/team-administration/groups.md#knowledge-access)** permission enabled. **1. Open Connected Sources in Your Space** Open the target Space, click the **Space Settings** cog icon in the top header, and select **Connected Sources** under the **Knowledge** section. **2. Choose SharePoint** Click **Connect Source** (or **Connect Knowledge**), select **SharePoint**, and click **Connect** (or **Grant Access** if you have not linked your Microsoft account yet). **3. Select a SharePoint Site** In the **Select a Source Library** dialog, open the **Location** dropdown to search and select the specific **SharePoint site** (or **My files**) you want to browse, then click **Choose Files**. **4. Pick Folders or Documents** In the SharePoint file picker, select one or more folders or individual files that belong in this Space. **5. Confirm the Sync Preview** If your selection contains more than 50 items, Omnifact displays a **Sync Preview** showing the total item count before indexing starts. Confirm the selection to begin background indexing. ![Connected Sources page in Space Settings showing active cloud connections, folder tags, indexed item counts, and Ready status.](https://mintcdn.com/omnifact/Yw5eU0GfWFkVBl_c/images/connected-sources-ready.png?fit=max\&auto=format\&n=Yw5eU0GfWFkVBl_c\&q=85\&s=8a9ba86ad0eb473c7ae13726bc1dd939) > [!TIP] > > **Adding or removing folders later:** To adjust which SharePoint folders or sites are synced without disconnecting the source, click **Edit** on the SharePoint connection card and select **+ Add more** to pick additional folders, or remove individual folder targets. *** ## Step 4: Attach SharePoint Files in Chat (All Users) When you only need to analyze a specific SharePoint document in a single conversation rather than syncing a whole library to a Space: 1. Click the **+ (Plus)** icon on the left side of the chat input bar. 2. Hover over **Select File From** and choose **SharePoint**. 3. Pick the **SharePoint site** (or **My files**) in the location selector, select your files (up to 10 attachments per message, up to **100 MB** per cloud file), and send your prompt. > [!NOTE] > > **One-Time Snapshot vs. Continuous Sync:** Attaching a SharePoint file in chat (or choosing **Browse** under **Uploaded Files**) imports a **one-time static copy** for that conversation or Space. To automatically sync new, edited, and deleted files every 5 minutes, use **Connected Sources** (Step 3) instead. See [Attachments vs. Uploaded Files](https://docs.omnifact.ai/en/guides/working-with-documents/attachments-vs-uploaded-files.md) for a full comparison. *** ## Permissions, Supported Files & Privacy > [accordion] Who can see SharePoint documents synced into a Space? > > **Every member of that Space** can query the SharePoint documents synced into it and open their source citations. Because Omnifact governs access through Space membership rather than mirroring individual SharePoint per-file ACLs, only sync SharePoint folders that all members of that Space are allowed to read. For restricted or department-specific libraries (such as HR or Legal), create a separate Space shared only with the appropriate [Group](https://docs.omnifact.ai/en/platform/team-administration/groups.md) or members. > [accordion] Which SharePoint file formats and sizes are supported? > > * **Connected Sources in Spaces:** Supports PDF, Word (`.doc`, `.docx`), PowerPoint (`.ppt`, `.pptx`), OpenDocument (`.odt`, `.odp`), and plain text (`.txt`, `.md`, `.csv`, `.json`) up to **500 MB** per file. Connected Sources do not count against your organization's 5,000-page manual upload quota. > * **Working with Excel (`.xlsx`) files:** Excel workbooks are not indexed directly via Connected Sources; export key tables as `.csv` for Space indexing, or attach the `.xlsx` file directly in chat with [Document Creation](https://docs.omnifact.ai/en/platform/core-features/chats/document-creation.md) enabled so the agent can analyze it with Python. > [accordion] How does Omnifact protect SharePoint data and privacy? > > Your original files remain in your Microsoft 365 SharePoint tenant. Omnifact stores only the indexed text chunks in Germany (EU), processes retrieved text through the Privacy Filter (A system that automatically detects and masks supported sensitive information before it reaches AI models) before it reaches AI models, and automatically deletes indexed chunks when a file is deleted in SharePoint or when the source is disconnected. See [Data Residency, Retention & Compliance](https://docs.omnifact.ai/en/platform/core-features/privacy-security/data-residency-and-compliance.md). > [accordion] What should I do if a SharePoint source shows 'Reconnect required'? > > Microsoft OAuth tokens can occasionally expire or be revoked after a password change. When a connection card in **Connected Sources** shows **Reconnect required**, the team member who originally created the connection can click **Reconnect** on the card (or under **Account Settings > App Connections**). Alternatively, any Space Admin can disconnect the source and reconnect it using their own Microsoft 365 account. ## Related Resources > [card] [Connected Sources](https://docs.omnifact.ai/en/platform/core-features/spaces/connected-sources.md) > > Learn how continuous folder synchronization, status indicators, and citations work in Spaces. > [card] [Microsoft Admin Consent](https://docs.omnifact.ai/en/guides/troubleshooting/microsoft-admin-consent.md) > > Step-by-step troubleshooting for Microsoft Entra ID tenant approval. > [card] [Integrations Administration](https://docs.omnifact.ai/en/platform/team-administration/integrations.md) > > Manage workspace integrations and connected sources in Team Settings. > [card] [Setting Up HubSpot](https://docs.omnifact.ai/en/guides/connections-setup/hubspot.md) > > Connect HubSpot CRM to Omnifact via MCP with per-user sign-in and tool approvals. 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