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Support Center / Workpaper Agent / Storage

Select files from SharePoint

Select files from a connected SharePoint storage destination, resulting in Workpaper Agent Studio using files from the saved root folder.

Workflow

Step 1

Open Connections > Storage

Start from the Truewind app, open Connections and Storage tab where you can manage the saved storage connections for the current organization.

Screenshot showing the Connections item in the Truewind navigation.

Step 2

Choose SharePoint

Select SharePoint as the storage provider when the destination should use your Microsoft workspace.

Screenshot showing the Connect to SharePoint option.

Step 3

Sign in to Microsoft

Complete the Microsoft sign-in prompt with the account that has access to the SharePoint site you plan to use.

Screenshot showing the Microsoft sign-in prompt.

Step 4

Set the site, library and root folder

Search for your SharePoint site and select it, then click on Switch root folder to select your library and root folder that should be available to Workpaper Agent.

Screenshot showing a SharePoint site being saved as the root folder.

Step 5

Open Templates

Go to Workpaper Agent templates when you want to use the connected SharePoint storage in a new Studio workpaper.

Screenshot showing the Templates navigation item in Workpaper Agent.

Step 6

Create a workpaper

Start a new workpaper so Studio opens with the file-selection controls available.

Screenshot showing the New workpaper button.

Step 7

Open the file picker

Use the Open action when you want to pull an existing file from connected storage into the workpaper.

Screenshot showing the Open action in Studio.

Step 8

Choose Select from Storage

Pick the storage option instead of uploading a local file when the source file is already in SharePoint.

Screenshot showing the Select from Storage option.

Step 9

Browse storage files

Use the file browser to navigate within the saved SharePoint root and choose the file you want to bring into Studio.

Screenshot showing the storage file browser in Studio.

Step 10

Select files

Confirm the selected SharePoint files so Workpaper Agent can use them in the current Studio workflow.

Before you connect

Make sure the Microsoft account you use has access to the SharePoint site and folder your team expects to use with Workpaper Agent.

FAQ

Which Microsoft account should I use?

Use the Microsoft account that has access to the SharePoint site and folder you want Workpaper Agent to read from or write to.

Can I change the root folder later?

Yes. Return to Connections > Storage, update the SharePoint root folder, and then reopen the Studio file picker.

Limitations

SharePoint access depends on Microsoft permissions

Truewind can only show sites and files that the connected Microsoft account is allowed to access.

Troubleshooting

I cannot find the SharePoint site.

Confirm the signed-in Microsoft account has access to the site, then reconnect SharePoint from Connections > Storage if the site list is stale.

The file picker does not show the folder I expected.

Check the saved root folder in Connections > Storage because Studio only browses within that configured root.

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