Table of contents
1. Introduction
Connecting your Microsoft Sharepoint account to Cone allows you to manage, store, and share documents seamlessly within your existing workflow. With this integration, all your files and folders are automatically organized and kept in sync between Cone and Sharepoint, ensuring your data is secure and easily accessible
2. Integrating with Microsoft Sharepoint
Once Cone app is enabled, you can proceed with the next steps
2.a Access Cone settings
Go to your Cone dashboard
Click on the
Settingsmenu
2.b Navigate to Integrations
Within Settings, select the
IntegrationstabFind the section for
Otherintegrations
2.c Start Microsoft Sharepoint connection
Locate the Microsoft Sharepoint integration option
Click
Connectnext to Sharepoint
2.d Authorize Sharepoint access
Follow the on-screen prompts to authenticate with your Microsoft account
Grant Cone the necessary permissions to access your Sharepoint
2.e Confirm integration status
After successful connection, the integration status will show as
Activenext to Sharepoint
3. Managing the integration
Click Manage on the integration card to configure Sharepoint integration settings
Choose or change the main folder Cone will use in your Sharepoint
Enable automatic creation of new folders for each client added in Cone
Map existing folders in your Sharepoint to specific clients if you already have a folder structure
4. How to use the Sharepoint integration
4.a Use Sharepoint in Cone
All files uploaded in Cone are automatically stored in your connected Sharepoint site
For each client, you can
View and manage mapped folders
Disconnect or re-map folders as needed
Open files or folders directly in Sharepoint from within Cone
4.b Client portal integration
Files uploaded by clients via the Cone client portal are saved directly to the corresponding Sharepoint folders
4.c Apply folder templates
Apply folder templates to standardize the folder structure for client files in Sharepoint