Entities

Configure document upload from Sharepoint and OneDrive

When importing documents to Entities with the Import wizard, users can upload files directly from Microsoft Sharepoint or OneDrive. Administrators must enable this option as part of the MS tenant configuration.

Learn more about importing documents

Microsoft Entra consent

To enable the integration, a Microsoft Entra ID administrator must grant tenant-level consent for the EntitiesOneDrive application by the publisher Diligent Boardbooks Ltd.

For more information, refer to Microsoft documentation.

The approval requires a Global Administrator, Application Administrator, or Cloud Application Administrator role in Microsoft Entra ID.

To grant approval, follow the steps in the official guide by Microsoft.

After approval, the integration becomes immediately available to users.