Setting up SharePoint integration for document management

 Overview

The SharePoint integration allows Intuety to automatically pull documentation from a SharePoint site into the platform, removing the need to upload documents manually. You can connect using either Intuety's standard Azure app or your own custom Azure app.

Who can use this

You must be a company administrator to set up or manage the SharePoint integration. If you choose to use your own custom Azure app, you (or someone in your IT team) will also need access to your organisation's Azure Portal with permission to register applications and grant admin consent.

Choosing an integration option

1. Open the menu on the left-hand panel.
2. Select Organisation settings.
3. Select the Integrations tab.
4. Choose whether to use Intuety's standard Azure app or your own custom Azure app.

Using Intuety's standard Azure app

This is the simplest option and does not require you to register your own application in Azure. You will need to provide:

• Azure tenant ID
• SharePoint site name
• Folder path

Using your own custom Azure app

If you prefer to use your own Azure app, it must be granted the following application permissions:

• SharePoint Sites.Read.All
• Microsoft Graph Sites.Read.All

You will need to provide:

• Azure application ID
• Azure client secret
• Azure tenant ID
• SharePoint site name
• Folder path

Setup guide for using your own Azure app

Follow these steps in your Azure Portal to register an app and generate the values required above.

1. Register an Azure application

1. In the Azure Portal, go to Azure Active Directory → App registrations.
2. Select New registration.
3. Enter a name (e.g. Intuety Integration), choose Single tenant, then select Register.
4. Copy the Application (client) ID and paste it into the Azure Client ID field in Intuety.

2. Grant SharePoint permissions