With Ontra’s SharePoint integration, you can import a file from SharePoint to Ontra’s Document Repository (available for all products) without leaving the app, centralizing the files you care most about.  

Before you get started 

• Only Admins can upload a document. 
• Singular documents must be uploaded at a time. 

Set up the integration

1. In the left-hand navigation, under Admin, open the Integrations page 
2. Locate the SharePoint tile and click Connect 
   
3. Click Connect again 
4. In the pop-up window, log in to your Microsoft account
5. Select the SharePoint site to use for the integration
6. Click Finish and the integration will be setup

Upload a document from SharePoint

Once the integration is set up, Admins can upload files from the connected SharePoint site to the Document Repository in Ontra. 

1. In the left-hand navigation, open the Document Repository page
2. Click Add Document
3. Click the SharePoint icon 
4. A new screen will appear showing the files and folders in your SharePoint instance, click on the documents to upload and then Select
   
5. Select a Document Type using the drop-down menu
6. Click Add Document to import that file into your Document Repository