Documents - Document Settings - How to Integrate SharePoint to Neostella

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Use this setup to integrate the organization's SharePoint account with Neostella. 

  • Enable the integration only once; it will remain connected indefinitely.
  • No need to disconnect, unless required.
  • If disconnected, it must be re-connected.
  • It is required to be logged in with the organization's SharePoint account to perform this integration.

  • Use a SharePoint Space URL in the following format:

     https://<your_sharepoint_name>.sharepoint.com/sites/<your_site_name>/<your_list_name>/Forms/AllItems.aspx

Follow the steps below to enable the SharePoint integration:

  1. After accessing Neostella, click the grid iconand select the Control Center option.
  2. Navigate to Documents > Document Settings menu.
  3. Click GIVE ACCESS. If the integration is already complete, the GIVE ACCESS button will be disabled.
  4. In the SharePoint Space modal window, paste a valid SharePoint Space URL. A new tab in the browser for sign in or access Microsoft SharePoint is displayed.
  5. Complete the sign-in process using the corresponding Microsoft credentials.
  6. Once the integration is successful, the SharePoint Integration Successfully Connected message is displayed and users will be able to edit documents via Sharepoint.

For more information about managing documents via SharePoint, please visit how to share a document via sharepoint.

4 STEPS

1. To open an Office document through SharePoint, in the ALL DOCUMENTS, FOLDERS or TRASH tab, locate in the list the document to open and click the document name, or click the View icon to open the Document Management Page.

2. In the Details Side Panel click the Open in SharePoint icon. A browser tab opens in SharePoint, where a temporary copy of the document is generated in the tenant’s SharePoint space.

3. Now you can edit the document using Microsoft’s SharePoint native interface. And the SharePoint label is displayed.

4. That's it. You're done.

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Frequently Asked Questions (FAQ)

What is the purpose of the SharePoint Integration in Document Settings?

The SharePoint Integration allows users to open and edit Microsoft Office documents stored in Neostella directly in SharePoint, enabling real-time collaboration while keeping Neostella as the central source of truth.

Which document types are supported by this integration?

The integration supports Microsoft Office documents, including Word, Excel, and PowerPoint files.

Do users need to download documents to edit them?

No. Documents are opened and edited directly in SharePoint through the browser, eliminating the need for downloads or manual re-uploads.

How is version control handled after editing a document in SharePoint?

Neostella automatically creates a new document version when the SharePoint editing session ends or becomes inactive, ensuring proper version tracking.

Is the SharePoint Integration required for all users?

No. The integration is optional and must be enabled by an authorized user in the Control Center. Once enabled, it applies tenant-wide.

Do I need to reconnect the SharePoint Integration periodically?

No. The integration only needs to be enabled once and remains connected indefinitely unless it is manually disconnected.

What happens if the SharePoint Integration is disconnected?

If disconnected, users will no longer be able to edit documents through SharePoint until the integration is re-enabled again.