Upload processed documents to SharePoint and set metadata automatically using index fields.
How to connect to a SharePoint Online site that uses multi-factor authentication
Thursday, 30 September 2021
Please refer to the Wiki Documentation for the complete SharePoint reference. SimpleIndex does not support multi-factor authentication to connect to a SharePoint Online site that implements it. If your admin has set up 2-step verification for your organization you’ll need to generate an app password so the app can connect to Office 365. Once you have an app password,
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Reset SharePoint Login Information
Wednesday, 11 December 2019
Please refer to the Wiki Documentation for the complete SharePoint reference. The first time you run a SimpleIndex Job Configuration that uploads to SharePoint it will ask for your SharePoint User Name and Password. Once you enter this it saves this information and doesn’t ask for it again. If you need to change the User Name or Password for
How to Fix SharePoint Login Issues
Thursday, 21 November 2019
Please refer to the Wiki Documentation for the complete SharePoint reference. If login issues occur when connecting to SharePoint or it continually prompts for a login please try this solution. Instructions:
Troubleshooting SharePoint Permissions Issues
Monday, 29 July 2019
Please refer to the Wiki Documentation for the complete SharePoint reference. The problem was being caused by the fact that the root site on the server did not grant the users read access. For example, imagine they are trying to upload to: ” http://server/sites/mysite/test.pdf “ The user has full permissions on mysite, but if they try to access http://server/ they get
SharePoint Managed Metadata
Monday, 29 July 2019
Please refer to the Wiki Documentation for the complete SharePoint reference. If a SharePoint user has a Managed Metadata column that they need to set the value for in SimpleIndex, the value they must use is the unique ID for that metadata value, not the value itself. SharePoint 2010 To find the unique ID, go to a document library that uses the managed metadata
Can SimpleIndex integrate with Microsoft SharePoint?
Wednesday, 28 February 2018
Please refer to the Wiki Documentation for the complete SharePoint reference. Any document processed with SimpleIndex can be uploaded directly to your SharePoint document library, and any custom columns or metadata tags can be set automatically using the SimpleIndex index field values. Find out more at our SharePoint Document Scanning page. Integrated custom metadata is only supported
- Published in SharePoint Integration
