Overview

If your team currently stores files and collaborates via SharePoint, you'll be happy to find that you can now integrate SharePoint with DivvyHQ! This 2-part guide will show you how to 1) connect your SharePoint instance, and 2) enable individual users to attach and collaborate on content assets located in your SharePoint instance.

The Divvy Details

SharePoint is a cloud-based collaboration system equipped with workflow applications, databases, content management tools, file storage, and security features to empower business teams to work together. It also gives your company the ability to control access to information and automate workflow processes across business units. By connecting your DivvyHQ account to your current SharePoint instance, you will have access to all your files stored there.

Part 1: Connect Your SharePoint Instance

Generate your Client ID and Client Secret & fill out the appropriate fields - Your SharePoint Administrator or IT team will be able to do this.

1. First, you will visit this link: https://{company-domain}.sharepoint.com/_layouts/15/appregnew.aspx

Note: Make sure you change the {company-domain} to your own company's domain name inside the link.  

2. This is where you will be generating a Client ID and a Client Secret. Client ID is considered public information and is used to build login URLs, or included in Javascript source code on a page. The Client Secret must be kept confidential. Simply click "Generate" on each icon and you will see a new client ID and secret. Save this information somewhere secure.

3. Title: Give it a meaningful name such as "DivvyHQ SharePoint"  

4. App domain: app.divvyhq.com

Note: Type in exactly as stated above, DO NOT include "https://" or anything extra here.

5. Enter the Redirect URL: https://app.divvyhq.com/cloudstorage/filebrowser_callback 

6. Click Create

Very Important Note: As you're generating these links, please make sure you save that information somewhere (copy and paste into a secure document), especially because Client Secret won't ever be visible to you after you close this! 

Once you have the credentials from your Admin or IT team, find your Integrations Interface in Divvy

1. Click on your name on the top right while in Divvy
2. Select Account Admin.

3. Then click the Integrations tab.

4. Select the SharePoint tab.

Note: Only Global Administrators will have access to Integrations. If you are having trouble seeing SharePoint, please verify that you are a global administrator on your Divvy account.

4. Populate your information into the appropriate fields and click "Save Settings"

Once you save this information, any user of the DivvyHQ account that opens the "Attach from Cloud" overlay and navigates to SharePoint will be able to connect their account with Divvy.

Part 2: Enabling (Authenticating) Individual Users

*Due to a known issue, only SharePoint Site Owners will be able to connect their SharePoint to DivvyHQ right now. To be notified when this issue has been resolved, please send an email to support@divvyhq.com.

Once your SharePoint instance has been connected to DivvyHQ, you can now attach and collaborate with SharePoint files by following the steps below.

1. Open a content item and go to the attachments tab. 
2. Select "Attach from Cloud"

3. This will open up a window with all possible Cloud Storage options, including SharePoint. Select SharePoint on the left and then click the "Connect to your Sharepoint account" button.

4. This will open up a new tab in which you will be able to give permissions to Divvy to access your SharePoint files.

5. After you click Trust it, you will be able to see all your SharePoint folders and files.

6. To attach a file to the content item, double click the file name. 

Attaching Files

Once your SharePoint connection has been established, you'll be presented with a folder/file browser that you can navigate to find individual files that you wish to attach to your content item. 

Quick Tip: If you know the title of the file you want to attach, you can avoid navigating through folders by clicking the magnifying glass icon 🔎 and typing or pasting the title in the search field. Hit your ENTER key to initiate the search.

When you've located your file, simply double-click the file to attach it to your content item.

As with all files "attached from cloud", we do not store a copy of the file, so this attachment method avoids Divvy's typical file size limitation of 200mb. This makes the SharePoint integration a nice option for attaching large graphics or video files to content items.

Viewing Attached SharePoint Files

Based on a limitation in SharePoint's API, opening SharePoint files does require a download of the file onto your desktop computer. Simply right-click the hyperlinked file name and select "Open link in a new tab" to trigger the download.

You can also preview certain SharePoint file types within the same window upon clicking the hyperlinked file name or the graphic next to the file. Supported files include: doc, docx, docm, dotx, dotm, docb, pptx, xlsx, csv, and pdf. 

As an alternative to attaching and downloading SharePoint files, some Divvy customers have opted to copy the shareable URLs generated within SharePoint and paste them within the Divvy content item. Options for storing and displaying these URLs include: 

• Published URL field
• Description field
• Comments
• Divvy's Content Editor

Quick Tip: If/when saving a SharePoint file URL in the Published URL field of a content item, this field is available as a column that can be added within Divvy's various content list interfaces (example shown below), thus providing a nice reporting view with an easily accessible URL to the final content asset.