Import and Manage SharePoint Documents in BEAMON

If your organization has enabled the SharePoint integration, you can import folders from SharePoint into BEAMON and use the documents in them just like documents you upload yourself. Imported folders stay up to date automatically: when a file changes in SharePoint, BEAMON follows.

This article explains how to connect your Microsoft account, import a folder, and work with imported documents. If SharePoint has not been enabled for your workspace yet, your BEAMON admin sets it up first, see Set Up the SharePoint Integration (Admin).

• Before you start
• Connect your Microsoft account
• Import a SharePoint folder
• Which folder gets imported
• Import statuses
• Work with imported folders
• How syncing works
• Use SharePoint documents in Assist
• Reconnect an expired connection
• Occasionally asked questions

Before you start

• SharePoint must be enabled for your workspace by a BEAMON admin.
• You need a Microsoft work account with access to the SharePoint sites you want to import from.
• You browse SharePoint with your own account, so you see exactly the sites, document libraries, and folders your Microsoft permissions allow. If you cannot open something in SharePoint, it does not appear in BEAMON either.

Connect your Microsoft account

You do this once.

1. On the Documents page, you see a banner telling you that your company has enabled SharePoint. Click Connect Now. You can also open the SharePoint tab and click Connect SharePoint.
2. Sign in with your Microsoft work account.
3. A confirmation appears once the connection succeeds.

Import a SharePoint folder

1. On the Documents page, open the SharePoint tab. This is where your imported folders live.
2. Start the import. A dialog opens where you browse your SharePoint sites, document libraries, and folders.
3. Navigate by clicking a folder's name to move down a level.
4. When you are inside the folder you want, click Select this folder.
5. Confirm the import. The dialog closes and the import begins. You can keep working while it runs.

Which folder gets imported

Select this folder imports the folder you are currently in, along with everything inside it, including its subfolders and its files.

This means the folder itself appears in BEAMON as the top level of the import, with its structure preserved underneath.

Import statuses

Work with imported folders

Imported folders are read-only mirrors of SharePoint. In BEAMON you cannot rename an imported folder or the files in it, add files to an imported folder, or delete individual files from an imported folder. Make the change in SharePoint instead; BEAMON follows.

How syncing works

Syncing is automatic. New, changed, deleted and renamed files in SharePoint are picked up in BEAMON within a few minutes.

Use SharePoint documents in Assist

Imported documents work like any other document in BEAMON. Open the document selection dialog in an Assist chat, open the SharePoint section, and select the files or folders you want to use.

Reconnect an expired connection

Microsoft connections expire from time to time. When this happens, BEAMON shows a banner asking you to reconnect. Nothing is lost in the meantime.

Occasionally asked questions

Why can't I see a site or folder my colleague can see? BEAMON shows what your own Microsoft account can access in SharePoint.

What if a file shows Unsupported? BEAMON cannot process that file type; the rest of the folder is unaffected.

For anything else, contact support@bryter.io.