By integrating your Sharepoint drive with AutoRFP, you can selectively import documentation for your content library which will be automatically updated every 24 hours as changes are made centrally in your Sharepoint database.
This allows teams to utilize the most up to date documentation for bids and questionnaires, without having to manually update content in the library.
Note: Your Microsoft admin may need to approve our apps in order to import from Sharepoint. If you need assistance with this please contact our support team.
Create a Sharepoint Connection
When importing from Sharepoint you will be providing AutoRFP access on a site level. Each site is what we call a connection.
Enter in your tenant name and your site name. Once the connection is confirmed, you will be redirected to grant the necessary permissions to access your Sharepoint site.
Accept Permissions
You will have to grant AutoRFP two sets of permissions. One to authenticate you and another to open the Sharepoint file picker.
Open File Selector and select content
Navigate back to AutoRFP
Once you have navigated back to AutoRFP and the import has been confirmed you will see a green confirmation message. You may now click continue.
AI Import
When importing Documentation through an integration you will be forced to use the AI Import.
Documents uploaded by AI Import will not have snippets that are editable, but you can update the tag(s) for these documents. Documents will be updated every 24 hours if changes are made to them in their base location.
Contact us if you have any issues setting up your integration(s): [email protected]