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Connect SharePoint to CLEATUS

Import files from your SharePoint sites into your CLEATUS Document Hub, keep folders in sync, and choose read-only or read and write access.

Connect SharePoint to move files between your SharePoint sites and CLEATUS without downloading and uploading them again. Import capability statements, past performance, and other company material into the Document Hub. CLEATUS learns from those files for recommendations and proposals. Keep a SharePoint folder in sync so that the Document Hub always has the latest version.

Who this is for

CLEATUS users who keep company material in SharePoint and want it in the Document Hub.

What you'll need

  • A DATA + AI + Automations plan or higher.
  • A Microsoft work account with access to the SharePoint sites and files that you want to import.

Choose the access level

When you connect, you choose one of two access levels:

Access levelWhat CLEATUS can do
Read & writeImport files, keep folders in sync both ways, save files to SharePoint, and upload files from workflows.
Read-onlyImport files and keep folders in sync one way, from SharePoint into CLEATUS. CLEATUS never writes to SharePoint.

Choose Read-only if your IT or security team does not approve apps that can change company files. With read-only access, the Microsoft approval screen shows no write permission.

To change the access level later, disconnect SharePoint and connect again.

Set up the connection

  1. Open Settings, then Integrations. Under Document Sources, find the SharePoint card and click Set up.
  2. Select Read & write or Read-only.
  3. Click Connect with Microsoft and approve access in the Microsoft window.
  4. The status changes to Connected. Click Go to Document Hub to import your first files.

You can also connect from the Document Hub. Click the SharePoint button, choose the access level, then click Connect with Microsoft.

Import files into the Document Hub

  1. Open the Document Hub and go to the folder where the files must land.
  2. Click the SharePoint button in the toolbar. You can also right-click in the folder and select Import from SharePoint.
  3. Pick a site. Search for a site by name if it is not in the list.
  4. Open folders and select files or folders, then click Import. To import everything in the open folder, click Import entire folder.

The files land in the current Document Hub folder, ready for search, recommendations, and the proposal writer.

Keep a folder in sync

  1. In the SharePoint import dialog, turn on Keep this folder in sync.
  2. Open the folder that you want to mirror, then click Sync this folder. Sync works on one folder at a time.

After that, new files, edits, renames, and deletions in SharePoint flow into CLEATUS automatically.

  • With Read & write access, changes also flow from CLEATUS back to SharePoint.
  • With Read-only access, the synced folder in CLEATUS is locked for edits. To change a synced file, make the change in SharePoint.

A synced folder shows its status, for example Up to date, Syncing…, Paused, or Reconnect needed. Use Sync now to sync immediately, Pause to stop for a while, or Stop syncing to end the sync. When you stop, you can keep the files in CLEATUS or delete them.

Save a document to SharePoint

With Read & write access, open the menu on a Document Hub document and select Save to SharePoint. Pick a site and a folder, then confirm. If you save a file with the same name to the same folder again, CLEATUS updates the file. It does not make a second copy.

This option does not show for a Read-only connection.

Send workflow files to SharePoint

With Read & write access, add a SharePoint action after an AI Agent step in the workflow editor.

  • Operation: select Upload File to save the file that the AI Agent step creates. Select Create Folder to make a new folder.
  • Destination folder (or Parent folder): pick a site and a folder.
  • New folder name: for Create Folder, type a name. You can use variables, for example {{ trigger.solicitationNumber }}.

A Read-only connection cannot write, so the SharePoint step fails.

How it works

The connection is per company. CLEATUS reads the sites that your Microsoft account can access. To disconnect, open the SharePoint card in Settings > Integrations and click Disconnect SharePoint.

Troubleshooting

  • A site is missing from the picker. Search for it by name. If it still does not show, confirm that your Microsoft account can open the site in SharePoint.
  • Save to SharePoint is missing. Your connection is Read-only. Disconnect, then connect again with Read & write.
  • You cannot edit a file in a synced folder. The connection is Read-only, so the folder syncs one way. Edit the file in SharePoint.
  • A synced folder shows Reconnect needed. The SharePoint sign-in expired. Connect SharePoint again from Settings > Integrations. The sync then resumes.