Connect SharePoint

Most teams should expect this setup sequence:

1. Turn on shared-file use in setup.
2. Run the guided SharePoint connection wizard and save the connection.
3. Select the shared site.
4. Select the document library.
5. Browse to the root folder you want to use.
6. Create the workflow folder structure if prompted.
7. Decide whether files should move automatically between folders.
8. Decide whether archived files should remain available or be deleted after archiving.
9. Open the scheduled scan entry and activate it.

The automatic scan is created with sensible defaults, but it does not start running until someone changes it from on hold to active.

What you are choosing

During setup, users choose:

• which shared site or library to use
• which root folder incoming files should live under
• whether Sifterra should create the standard folder structure automatically

In most cases, the shared location is a SharePoint site and document library.