# 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="/files/vK3dTVwyuXqXyGIX78VQ" 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="/files/tzkg53Cie3jgwhMckwni" 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="/files/vGs5BgKSoCk4ofdwd4Hh" 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="/files/oiiK84RhqaB10H3c96Ec" 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](/vincent-by-vlex/vincent/support-and-account-administration/providing-feedback-and-suggestions.md)
* [Accessing Training, Videos, and Webinars](/vincent-by-vlex/vincent/training-and-resources-hub/accessing-training-videos-and-webinars.md)

**What's Your Next Step?**

| **New to Vincent?**                                                                                                                                                                                        | **Already a Vincent Customer?**                                                                                                                            |
| ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------- |
| [See how Vincent can transform your practice. **Request a personalized demo**.](https://vlex.com/book-a-demo?utm_source=website\&utm_medium=organic\&utm_campaign=web_trial_homepage\&campaign_id=4270741) | [If you still have questions or need help with a specific feature, our team is here to assist. **Contact our Support team**.](https://vlex.com/contact-us) |


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