Create a service account in SharePoint
- Jack Kuijper
DocuFlow is tied to SharePoint via a service account.
Rights
DocuFlow makes it possible to retrieve or write documents and/or metadata from SharePoint.
Depending on what is implemented, all read and write rights must be granted to the service account, respectively.
It is important that these read and write permissions are granted at least at the SharePoint Site level.
The SharePoint Site with which DocuFlow initially connects to SharePoint.After this connection has been made, it is possible to deviate from this 'landing site' for each process step by defining a different Site/Library/Folder in each process step.Naturally, the service account must also have the correct read and write rights here.
The service account can be linked with DocuFlow as well as via:
Standard OAuth
User name and password (when MFA is not enabled)