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.

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:

Save the form/workflow 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/workflow control values to the SharePoint columns.
Configure two destinations for your data.

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

On This Page:

Live Forms - SharePoint Configuration Scenarios

Cloud Customers Connecting to SharePoint Online - This configuration had been certified by frevvo. Follow these steps:
In-house Customers connecting to SharePoint Online - This configuration has been certified by frevvo. Follow these steps:
1. Configure Live Forms as a SharePoint Add-in
2. Download the SharePoint Connector. Rename it to sharepoint.war. Copy it to the <frevvo-home>\tomcat\webapps folder
3. Configure SharePoint for your Live Forms tenant
4. Connect your Forms/Workflows using the SharePoint wizard.
In-house customers using SharePoint 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 SharePoint Online.
3. The On-premise version of SharePoint must be version 2013+.
4. Refer to this Microsoft website for information about how to use Office 365 to allow
  to authenticate.
Live Forms Cloud customers connecting to SharePoint On-premise - This configuration is supported but considered unlikely as SharePoint On-premise 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

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:

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

must be added as a SharePoint provider hosted add-in by your global Office 365 tenant SharePoint Administrator. The process is described in Steps 1 and 2 on this Microsoft SharePoint website. Copy the Client Id and client Secret and save them somewhere on your desktop. You will need to add these values when configuring your tenant for SharePoint.

Here are some tips

The Title can be anything that can differentiate your frevvo SharePoint application from other applications.
The app domain field should be the
server domain name plus the
SSL port. It should be the same <server>:<port> as the redirect URL.
- app.frevvo.com:443 for Cloud customers
- <server>:8443 for an in-house installation.
The Redirect URI for
is shown below where the <server>:<port> is the same host and port in the URL used to access frevvo.
- For a cloud customer, that would be app.frevvo.com:443.
- For an on-premise customer, a typical example would be <server>:8443.

Redirect URI

https://<server>:<port>/frevvo/web/sharepoint/token

The Permission Request XML should be: You can copy/paste this xml into the Permission Request XML box.

<AppPermissionRequests AllowAppOnlyPolicy="true">
<AppPermissionRequest Scope="http://sharepoint/content/tenant" Right="Manage" />
</AppPermissionRequests>

Remember SharePoint only allows https.

We recommend that you create a separate user in SharePoint for frevvo forms connection, and use that user while configuring the Save to SharePoint wizard in frevvo forms. This frevvo specific SharePoint user always remains active and eliminates issues if the designer user configured your forms to submit to SharePoint using their own SharePoint login and then leaves the company.

Step 2 - Configure the Live Forms Tenant for SharePoint

Cloud and in-house customers must configure their

tenant to connect to SharePoint as a client. frevvo expects that customers will only be integrating with one SharePoint instance for their organization. You will need the SharePoint Client Id and the Client Secret from Step 1.

Follow these steps:

Login to
as the tenant admin
Click the Edit Tenant link.
Click the
blue arrow to expand the SharePoint section.
Enter the Connector URL. - This URL is needed if you are using
in the cloud and installing the connector locally. Enter the URL where your
installation that is configured for SharePoint is located. This URL must use the https protocol.
The URL in the Connector URL field will override the connector URL that is specified in the configuration property in the <frevvo-home>\tomcat\conf\frevvo-config.properties file. In some cases you can leave this field blank.
Enter the Client Id and the Client Secret that you saved in Step 1 into the respective fields.
Enter the SharePoint Domain Name e.g. <Your SharePoint tenant name>.sharepoint.com - there is a dot between the SharePoint tenant name and sharepoint.com
To determine the realm for your SharePoint site :
1. Navigate to https://<tenant>.sharepoint.com/_layouts/appprincipals.aspx - change the <tenant> to the name of your SharePoint tenant - e.g. https://frevvo.sharepoint.com/_layouts/appprincipals.aspx
2. Find your registered application in the list and and look at the App Identifier column. The unique identifier after the @-sign in the App Identifier is the app realm and must be entered in the Realm field.
Click Submit
Browse http://<your server:port>/sharepoint/health (replace <your server:port> with your frevvo server:port) to check the status of the connector. If the connector is up and running, you will see { "status" : "UP" }.
Proceed to Connect Forms/Workflows with the Save to SharePoint wizard