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Connect SharePoint to CLEATUS

Import files from your SharePoint sites directly into your CLEATUS Document Hub.

Connect SharePoint so you can pull files straight into your Document Hub without downloading and re-uploading. CLEATUS reads your SharePoint sites with read-only access; it never changes your files.

Who this is for

CLEATUS users who keep capability statements, past performance, and other company material in SharePoint and want it in the Document Hub, where CLEATUS learns from it for recommendations and proposals.

What you'll need

  • A Microsoft account with access to the SharePoint sites and files you want to import.
  • A CLEATUS plan that includes Document Hub integrations.

Set up the connection

  1. Open Settings, then Integrations, and find the SharePoint card. Click it, then click Connect with Microsoft and authorize read-only access to your SharePoint sites.
  2. Open the Document Hub and click the SharePoint import button on any folder.
  3. Pick a site, then import individual files or whole folders.
  4. The files land in that Document Hub folder, ready for search, recommendations, and the proposal writer.

How it works

The connection is per entity and read-only: CLEATUS imports copies into the Document Hub and never writes back to SharePoint. Import as many times as you like; the button is available on every folder. To stop importing, disconnect SharePoint from the same card in Settings.

Troubleshooting

  • The import button does not appear. Confirm SharePoint shows as connected on the Integrations card, then reopen the Document Hub.
  • A site you expected is missing from the picker. Confirm your Microsoft account has access to that site, then reconnect SharePoint.