Storage and SharePoint
How do I connect SharePoint for document storage?
SharePoint setup connects Microsoft, selects a destination, chooses deletion behaviour and tests access before activation.
Navigation: Open Forms 145/146 → Forms Dashboard → Settings → Storage → SharePoint
How to do it
- Select the SharePoint provider card.
- Under 1. Connect Microsoft 365, click Sign in with Microsoft and complete the work/school-account popup.
- Under 2. Choose site, library and folder, select Site and Document library, browse and choose Use this folder.
- Under 3. Naming and deletion, review name - ID.ext and When deleted in WrapTax.
- Click Test connection in step 4. After a successful test, accept the storage terms and click Enable SharePoint.
What to expect
Uploads use the selected Microsoft tenant/library/root. Signing in alone is not storage activation.
Important details
- The account needs destination permissions. Use firm service account is an alternative requiring the configured app and tenant-admin consent.
- Site/library/root selection is part of pre-activation setup; do not assume it remains freely editable after enabling.