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Connecting SharePoint and OneDrive

Connect Microsoft 365 to Vincent. Securely import files from SharePoint & OneDrive for analysis without local downloads. Protect your sensitive legal data.

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'.

From the dropdown menu, select 'Upload from SharePoint'.
En el menú desplegable, seleccione 'Cargar desde SharePoint'.

Note: This single option provides access to both SharePoint Team Sites and your personal OneDrive for Business files.

Step 3: Authenticate

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

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

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.

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

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 %}

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