Connecting to SharePoint
1
Open Project Settings
In your EKB project, navigate to Settings in the sidebar.
2
Go to Connections
Select the Connections tab and find the Microsoft SharePoint tile under Cloud Storage & Documentation.
3
Open the SharePoint popup
Click the Microsoft SharePoint tile. A popup appears with the option to connect your organization’s SharePoint to sync documents. Click + Connect SharePoint.
4
Authenticate with Microsoft
You will be redirected to Microsoft to authenticate. Sign in with your Microsoft account and grant EKB the necessary permissions to access your SharePoint.
5
Verify the connection
Once authenticated, you will be returned to the Connections page. The Microsoft SharePoint tile will display a green dot and a count of your active SharePoint connections.
You’re now ready to sync documents from SharePoint into the Knowledge Base!