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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 - This configuration scenario had been certified by frevvo. Follow these steps:
    1. Configure Live Forms 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 using the frevvo tomcat bundle connecting to SharePoint Online - This configuration scenario has been certified by frevvo. Follow these steps:
    1. Configure Live Forms as a SharePoint App/Add-in
    2. Configure SharePoint for your tenant
    3. Download the SharePoint Connector. Rename it to sharepoint.war. Copy it to the <frevvo-home>\tomcat\webapps folder
    4. Then you can immediately begin to Connect your Forms/Flows using the SharePoint wizard.

 


  2. Live Forms In-house

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  1. customers using SharePoint

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  1. On-premise- this configuration is supported but not certified.
    1. Customers using SharePoint On-premise also need an Office 365 SharePoint Online account. This is necessary to obtain an authorization token. There is no data transfer from the SharePoint On-premise to SharePoint Online.
    2. Customers are responsible for configuring the On-premise installation and the integration with

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    1. SharePoint Online.
    2. The On-premise version of SharePoint must be version 2013+.
    3. Refer to this Microsoft website for information about how to use Office 365 to allow  to authenticate.

  2. Live Forms Cloud customers connecting to SharePoint On-premise - This configuration is supported but considered unlikely as SharePoint On-premise as it requires your On-premise SharePoint to be exposed to the Cloud.
    1. Customers are responsible for configuring the On-premise installation and it's exposure to the Cloud. 

Configuring the SharePoint Connector

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These instructions assume you are a frevvo Cloud customer or have an in-house installation of  up and running using the frevvo Tomcat bundle. Follow these steps:

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Step 2 - Configure the Live Forms Tenant for SharePoint


Step 1 - Configure Live Forms as a SharePoint App/Add-in

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