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Enabling the Sharepoint Integration as an Admin for your Organisation

Amy Conroy avatar
Written by Amy Conroy
Updated over 2 months ago

Overview

This guide will walk you through the process of setting up an Azure Active Directory (AAD) App Registration and configuring the necessary details to allow your users to upload files directly to SharePoint via our application.

Key Features

File and Folder Selection

  • The integration includes a file and folder picker, enabling users to upload documentsfrom SharePoint into Legora

  • Helps users navigate their document structure in SharePoint and select the desired files and folders.

Continuous Syncing (Coming soon)

  • Legora will soon offer continuous syncing to ensure documents in Legora are always updated with the latest versions from SharePoint.

  • Reduces manual updates and improves accuracy.

Secure Authentication and Connectivity

  • Legora employs SharePoint’s native authentication system for secure user validation.

  • No user credentials are passed through Legora; instead, an access token is used to fetch and parse documents from SharePoint.

Compatibility

  • Compatible with both on-premises and cloud-based Share:Point deployments:

  • On-Premises Deployments: Requires a secure endpoint for Legora to access SharePoint.

  • Cloud Deployments: Pre-established connection for a seamless integration experience.

Deployment Timeline

  • The integration can be deployed within 7 days from when all the details have been sent over to the Legora team.

Instructions

  1. Create an Azure Active Directory App Registration

    To enable our web application to interact with SharePoint on your behalf, you will need to create an AAD App Registration. This process grants the necessary permissions for the app to access your SharePoint environment.

    Under authentication, create a new Single-page application registry.
    OBS. If the platform type is anything else the integration will fail

    1. Ensure both Access tokens and ID tokens are checked

    2. Under API permissions

      1. Add Files.Read.All, Sites.Read.All, Leave User.Read for Graph delegated
        permissions

      2. Add AllSites.Read, MyFiles.Read for SharePoint delegated permissions

  2. Send over following details to your Legora contact:
    - Directory (tenant) ID
    - Application (client) ID
    - Base url - SharePoint web url. Some examples are: "https://tenant.sharepoint.com/sites/dev" or "https://tenant-my.sharepoint.com"


Need additional support? Contact [email protected].

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