# Connecting SharePoint and OneDrive

### Summary

Learn how to connect your **Microsoft 365** account to Vincent. This integration allows you to securely import files directly from **SharePoint** and **OneDrive for Business** for analysis, eliminating the need to download sensitive documents to your local device.

### Why This is Important

This integration creates a secure, direct bridge between your firm's Microsoft 365 ecosystem and Vincent. By moving files cloud-to-cloud, you maintain strict data governance, avoid creating "shadow copies" on local hard drives, and streamline your workflow by accessing your documents without leaving the Vincent interface.

### Step-by-Step Guide

#### Step 1: Open the Document Uploader

In any workflow that allows document uploads, click the **'Add Documents'** button.

#### Step 2: Select SharePoint

From the dropdown menu, select **'Upload from SharePoint'**.

{% tabs %}
{% tab title="English Interface" %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FIEjdAzFHEoThq1wLl4NO%2FCaptura%20de%20pantalla%202026-03-12%20a%20las%209.20.12%E2%80%AFa.%E2%80%AFm..png?alt=media&#x26;token=6250a15c-03dc-4e11-9a1a-7c0d9139d5d9" alt=""><figcaption><p>From the dropdown menu, select <strong>'Upload from SharePoint'</strong>.</p></figcaption></figure>
{% endtab %}

{% tab title="Interfaz en Español" %}

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FNYu5MOQl99XJ5MhO3Qld%2FCaptura%20de%20pantalla%202026-03-26%20a%20las%204.26.16%E2%80%AFp.%E2%80%AFm..png?alt=media&#x26;token=51bf0f8e-14d8-4d8c-bc5a-482a1a7f1260" alt=""><figcaption><p>En el menú desplegable, seleccione 'Cargar desde SharePoint'.</p></figcaption></figure>
{% endtab %}
{% endtabs %}

{% hint style="info" %}
**Note:** This single option provides access to both **SharePoint Team Sites** and your personal **OneDrive for Business** files.
{% endhint %}

#### Step 3: Authenticate

Sign in using your standard **Microsoft 365 credentials**. No separate account setup is required.

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FDFcYCZBzSN776J4I8ow3%2FCaptura%20de%20pantalla%202026-03-03%20a%20las%208.42.42%E2%80%AFa.%E2%80%AFm..png?alt=media&#x26;token=2661095f-b704-436e-99d5-a73e6b7b0135" alt=""><figcaption><p>Sign in using your standard Microsoft 365 credentials. No separate account setup is required.</p></figcaption></figure>

#### Step 4: Select and Import Files

You will see the native Microsoft file picker, which mirrors your familiar folder structure. You can browse:

* **My Files:** Your personal OneDrive documents.
* **Quick Access & Shared:** Frequently used SharePoint libraries and files shared with you.

Select the specific files you wish to analyze and click **Open** (or Import) to pull them into Vincent.

<figure><img src="https://1556743161-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MS8Dq_iqEIflAmbaOkI-887967055%2Fuploads%2FiESg9CoU47rWEe1fZsjy%2FCaptura%20de%20pantalla%202026-03-03%20a%20las%208.43.25%E2%80%AFa.%E2%80%AFm..png?alt=media&#x26;token=8e4d74f6-02b6-4022-90f4-0dfdbe5f9446" alt=""><figcaption><p>Select the specific files you wish to analyze and click <strong>Open</strong> (or Import) to pull them into Vincent.</p></figcaption></figure>

### Best Practices & Pro Tips

* **Permissions are Respected:** You will only see and be able to import documents that you already have explicit permission to access in your Microsoft 365 environment.
* **One-Way Import:** This is a "read-only" action. Vincent creates a copy for analysis; it **does not** alter, move, or delete your original source files in SharePoint.

{% hint style="warning" %} **File Selection:** Currently, you must select specific files for import. Selecting and importing an entire folder structure in bulk is not yet supported. {% endhint %}

### Related Articles

* [Providing Feedback & Suggestions](https://support.vlex.com/vincent-by-vlex/vincent/support-and-account-administration/providing-feedback-and-suggestions)
* [Accessing Training, Videos, and Webinars](https://support.vlex.com/vincent-by-vlex/vincent/training-and-resources-hub/accessing-training-videos-and-webinars)

**What's Your Next Step?**

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