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Support Center / Workpaper Agent / Storage

Push a workbook to SharePoint

Push a Studio workbook to SharePoint when the final export needs to land in downstream storage, resulting in the workbook uploaded to the selected SharePoint destination.

Workflow

Step 1

Open the workpaper you want to push

Start in Truewind on Workpaper Agent template. Open the exact workpaper page you want to push to SharePoint. Ensure the correct storage connection and root folder are configured.

Screenshot showing Open the workpaper you want to push

Step 2

Click Push to Storage

This uses the Push to Storage action in the Studio toolbar to open the current destination picker dialog.

Screenshot showing this uses the Push to Storage action in the Studio toolbar to open the current destination picker dialog

Step 3

Choose the SharePoint connection

Pick the SharePoint option that matches the client setup because that choice controls the destination path.

Screenshot showing pick the SharePoint option that matches the client setup because that choice controls the destination path

Step 4

Choose the folder under the saved root

Browse to the exact SharePoint destination folder beneath the saved root before confirming the push.

Screenshot showing browse to the exact SharePoint destination folder beneath the saved root before confirming the push

Step 5

Confirm the output filename and Push to SharePoint

Review or edit the proposed workbook filename. Once ready, press Push to SharePoint.

Screenshot showing the output filename and Push to SharePoint action

Before you push

Make sure the workbook in Studio is the version you actually want to send downstream, because the current push flow exports the current Studio workbook state.

FAQ

Why do I need to configure SharePoint in Connections first?

Studio only pushes to SharePoint destinations that were already connected and configured in Connections.

What version of the workbook gets pushed?

Studio exports the current workbook state at the time you push, so you should confirm the workbook is in the right state before sending it downstream.

Limitations

Push depends on a saved SharePoint destination

Studio cannot complete the push flow until the SharePoint provider, saved root folder, and connection are already set up in Connections.

Troubleshooting

Push to Storage is unavailable or disabled.

Confirm SharePoint is connected in Connections and that no push is already in progress for the current workpaper.

The push went to the wrong place.

Reopen the destination picker and verify the selected SharePoint connection, folder under the saved root, and output filename before pushing again.

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