SharePoint - Data Source
Click on SharePoint to add SharePoint as a data source:
Use one or more SharePoint documents as a data source. This section covers how to link your SharePoint account.
Prerequisites
SharePoint requires an organization account. Obtain your account information from your administrator before proceeding.
Connection
Click Authentication Link or Use credential to start.
Connection by Authentication Link
Clicking Authentication Link redirects to the Microsoft login page.
Enter your Microsoft account email address and click Next.
Microsoft Authenticator
SharePoint requires an organization account, so Microsoft will require the Authenticator app to improve login security. Follow the instructions in the Microsoft Authenticator App. The screenshots below show the flow from the QAnswer side.
Connection by Use credential
The credential method requires the following connection details:
On the Client secret you will need:
- Tenant Id
- Client Id
- Client Secret
- Site Id (you must check the scope desired on your Azure application settings)
On the certificate version you will need:
- Tenant Id
- Client Id
- Thumbprint
- Certificate file (private one)
- Certificate Password (if you have set one up)
- Client Secret
- Site Id (you must check the scope desired on your Azure application settings)
Your SharePoint Files
The contents of your SharePoint folder are now visible in the QAnswer interface.
Select the documents to add to the SharePoint connector.
Filter
- Search documents by name using the search bar.
- Filter by file type by clicking Files.
The selected documents are now available to the AI Assistant.
