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Many customers use Microsoft SharePoint to manage and store documents and information. With frevvo’s new SharePoint wizard, it’s easy to create forms and approval workflows that validate information, route for signatures as required and ultimately save the data and documents to a secure SharePoint website.The frevvo SharePoint Connector was designed to integrate with SharePoint online or SharePoint via Office 365. It will also work with SharePoint On-premise. All customers will need a valid SharePoint or Office 365 account. Submissions can contain multiple files of different types - Invoice, Receipt, PO etc. These files and the metadata may be saved in one or more SharePoint document libraries. Form documents may be saved as a SharePoint list item along with other files. The SharePoint Connector wizard, allows you to: - Save the form/flow data and metadata to a SharePoint destination. The destination could be a folder in a document library and/or a list item.
- Designers select the SharePoint destination from a dropdown
- Map form/flow control values to the SharePoint columns.
The SharePoint wizard guides you through the easy integration to SharePoint.
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In-house customers can control the max file size by configuring the frevvo.attachment.maxsize parameter in the <frevvo-home>\tomcat\conf\Catalina\localhost\frevvo.xml file.on
SharePoint Connector does not display under Document Actions
The Save to SharePoint wizard is not visible to designer user if tenant is not configured for SharePoint. Check the tenant configuration screen or Configure the tenant for Sharepoint to resolve the issue.