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The frevvo SharePoint Connector and wizard, make it easy to create forms and approval workflows that validate information, route for signatures as required and save the data and documents to a secure SharePoint website.

The Connector was designed to integrate with Office 365 SharePoint online. It will also work with SharePoint On-premise.

All customers need a valid Office 365 SharePoint account.

Submissions can contain multiple files of different types - Invoice, Receipt, PO etc. You may want to save these files in different locations on your SharePoint site.

The SharePoint Connector wizard, allows you to:

  1. 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.
  2. Designers select the SharePoint destination from a dropdown
  3. Map form/flow control values to the SharePoint columns.
  4. Configure two destinations for your data.

The SharePoint wizard guides you through connecting your forms/flows to SharePoint.

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Live Forms - SharePoint Configuration Scenarios

  1. Cloud Customers Connecting to SharePoint Online

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  1. - This configuration scenario had been certified by frevvo. Follow these steps:
    1. Configure as a SharePoint App/Add-in
    2. Configure SharePoint for your Live Forms tenant.
    3. Then you can immediately begin to Connect your Forms/Flows using the SharePoint wizard.

  2. In-house Live Forms Customers Connecting to SharePoint Online - This configuration scenario has been certified by frevvo. Follow these steps:
    1. Configure as a SharePoint App/Add-in
    2. Configure SharePoint for your tenant
    3. Download the SharePoint Connector.
    4. Then you can immediately begin to Connect your Forms/Flows using the SharePoint wizard.

 

In-house Customers using SharePoint in-house

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Customers are responsible for configuring the On-premise installation and the integration with with SharePoint Online. The On-premise version of SharePoint must be version 2013+. Refer to this Microsoft website for information about how to use Office 365 to allow  to authenticate.

Configuring the SharePoint Connector

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