Many organizations use SharePoint as the storage and collaboration solution for all their documents — including any completed forms. The GoFormz-SharePoint integration conveniently automates the process of uploading your completed form PDFs to the appropriate folders in your SharePoint account.
Note: Before getting started, you must first reach out to your GoFormz Account Manager to enable access to the SharePoint application on your account.
There are two steps to configuring a SharePoint integration:
Creating a SharePoint connection: First, set up a connection to the SharePoint application, giving GoFormz access to your SharePoint account.
Creating a SharePoint upload workflow: Contact your Account Manager or email@example.com to set up a SharePoint workflow.
CREATING A NEW SHAREPOINT CONNECTION
Before you begin, make sure that you have an existing SharePoint account and you know the credentials for the account. To create a SharePoint app connection, do the following:
Select Connected Apps from the More dropdown at the top of the GoFormz web app to navigate to the App Connections screen.
2. Click Add Connection next to the SharePoint application block to bring up the SharePoint login window.
3. Enter your SharePoint credentials (username and password) and click Sign in. This step is omitted if you are already logged into your SharePoint account. Please confirm that this is the appropriate account for your connection. If you do not want it to be tied to your personal account, you may need to enter incognito mode. Note, any future password changes associated with this account will require you to re-authenticate.
Please note that whoever makes the connection of the application will be tied to the integration activity. For example, on the Upload File step, it will show the person who connected the app as the uploader of the file. We recommend creating a 'GoFormz Integration' account for your Sharepoint account, if you don't want the activity tied to your personal Sharepoint.
The new connection will appear on your SharePoint Connections list with a generic name like “SharePoint Connections - 1”. We recommend renaming your connection with a more descriptive name (e.g. including your SharePoint username in the connection name), especially if you plan to use multiple SharePoint connections. This will make it much easier to tell your connections apart from each other.