Shared files

Shared files let your team drop documents into SharePoint and have them picked up automatically for processing. Instead of uploading each file by hand, you connect one SharePoint location, choose the folder your team will use, and let the system watch that location on a schedule.

Start here

• Connect SharePoint covers the setup sequence and connection choices.
• Folder structure and file movement explains the Download, In Review, and Archive stages.
• Day-to-day operations covers normal usage patterns and what the feature is best for.
• Troubleshooting and notes lists the checks and limits that matter most in production.

What users can do

Users can:

• Connect the system to a shared file storage location by using the guided connection steps.
• Choose which shared site or library to use.
• Pick the root folder where incoming files should live.
• Create a standard folder structure for each document workflow.
• Turn on automatic movement so files move through clear stages as they are processed.
• Set up a recurring scan so new files are picked up automatically.
• Test the connection and refresh the connection token if needed.