[#69550] SharePoint integration documentation https://community.open… #21557

MayaBerd · 2026-01-06T14:05:31Z

…project.org/work_packages/69550

[#69550] SharePoint integration documentation

https://community.openproject.org/work_packages/69550

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…roject.org/work_packages/69550 [#69550] SharePoint integration documentation https://community.openproject.org/work_packages/69550

github-actions · 2026-01-07T10:58:27Z

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Work package URL: https://community.openproject.org/work_packages/69550
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Core version: 17.0.0

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Kharonus

I read through it, I think with a few little additions we are there.

Kharonus · 2026-01-08T13:28:21Z

docs/system-admin-guide/files/external-file-storages/README.md

+
+## SharePoint integration (Enterprise add-on) setup guide
+
+For detailed guide on the initial setup, please consult [SharePoint integration setup guide](../../integrations/share-point/).


🟡 shouldn't we write a "the" before the hyper link? so that the sentence reads like "... please consult the guide". Same for OD and NC above.

Kharonus · 2026-01-08T13:32:06Z

docs/system-admin-guide/integrations/one-drive/README.md

-> If you have selected automatically managed access and folders you will also see the *Health status* message on the
-> right side. If the file storage set-up is incomplete or faulty, an error message will be displayed in that section. Read
-> more about errors and troubleshooting [here](../../files/external-file-storages/health-status/).
+> If you have selected automatically managed access and folders you will also see the *Health status* message on the right side. If the file storage set-up is incomplete or faulty, an error message will be displayed in that section. Read more about errors and troubleshooting [here](../../files/external-file-storages/health-status/).


⚠️ we have a new consistent writing of AMPF:

automatically-managed project folders

manually-managed project folders

when using the combination in this context, we should try to always use the hyphen format

Kharonus · 2026-01-08T13:34:28Z

docs/system-admin-guide/integrations/share-point/README.md


 ![System message on successful SharePoint file storages setup in OpenProject](openproject_system_guide_new_sharepoint_message_successful_setup.png)

+You can now configure user access and folder creation. Click the *edit* icon next to the relevant section. 


🟡 I'd rather not mention "folder creation" as something that can be configured. The purpose of this section is access management, the folder is just the tool.

Proposal: "You can now configure user access management."

Kharonus · 2026-01-08T13:35:42Z

docs/system-admin-guide/integrations/share-point/README.md

+
+OpenProject can automatically create and manage project folders when a file storage is added. This helps keep folder structures organized and ensures correct access for all project members. You can choose between the following options:
+
+- **Enable automatically managed access and folders** 


⚠️ another occurrence of "(automatically|manually)-managed"

Kharonus · 2026-01-08T13:36:43Z

docs/system-admin-guide/integrations/share-point/README.md

-You can you use the search bar to select either one or multiple projects and have an option of including sub-projects. Select the type of project folders for file uploads and click **Add**.
+You can use the search bar to select one or multiple projects and optionally include subprojects. Select the type of project folder for file uploads. Depending on whether automatically managed access and folders are enabled, the available folder options may vary. Options include:
+
+- **No specific folder**: By default, each user will start in their own home folder when uploading a file.


ℹ️ not only when uploading files, also when browsing for existent files to create file links in the file picker.

Kharonus · 2026-01-08T13:42:36Z

docs/user-guide/file-management/one-drive-integration/README.md

-![Select a SharePoint file or folder to link to an OpenProject work package](openproject_onedrive_link_files.png)
+![Select a OneDrive file or folder to link to an OpenProject work package](openproject_onedrive_link_files.png)
+
+Select the folder and file (or multiple files) you want to link, then click the *Link* button.


🟡 this reads weird "select the folder and file (or multiple files)"

proposal: "Select any folder or file (or multiple ones) you want to link ..."

Kharonus · 2026-01-08T13:44:01Z

docs/user-guide/file-management/sharepoint-integration/README.md

+
+![Select a SharePoint file or folder to link to an OpenProject work package](openproject_user_guide_sharepoint_storage_select_files_to_link.png)
+
+Select the folder and file (or multiple files) you want to link, then click the *Link* button.


🟡 same remark as in the OneDrive guide

Kharonus · 2026-01-08T13:45:00Z

docs/user-guide/projects/project-settings/files/README.md


-1. **No specific folder**: By default, each user will start at the drive root when they upload a file or select files
+1. **No specific folder**: By default, each user will start at their own home folder when they upload a file or select files for linking.
+2. **New folder with automatically managed permissions**: This will automatically create a root folder for this project and manage the access permissions for each project member. Each project member will automatically have access to this folder according to the user permissions defined in [File storages permissions](../../../../system-admin-guide/users-permissions/roles-permissions/#permissions). This option will only be available if the system administrator has [set up the storage with automatically managed folders](../../../../system-admin-guide/integrations/one-drive/).


⚠️ another occurrence of "(automatically|manually)-managed"

Kharonus · 2026-01-08T13:45:15Z

docs/user-guide/projects/project-settings/files/README.md

-   folder as the project folder for this project using the button **Select folder**. The permissions are however not
-   automatically managed, **instead the folder and its content inherits the permissions as configured in the drive or
-   the containing SharePoint site**. The administrator needs to manually ensure relevant users have access. The selected
+2. **New folder with automatically managed permissions**: This will automatically create a root folder for this project and


⚠️ another occurrence of "(automatically|manually)-managed"

Kharonus · 2026-01-08T13:45:46Z

docs/user-guide/projects/project-settings/files/README.md

 ![Project folder member connection status](storage-list-member-status.png)

-### Edit an existing Nextcloud storage
+## Edit an existing storage


🟢 nice reducing duplication here

[#69550] SharePoint integration documentation https://community.openp…

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…roject.org/work_packages/69550 [#69550] SharePoint integration documentation https://community.openproject.org/work_packages/69550

MayaBerd added the documentation label Jan 6, 2026

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[#69550] SharePoint integration documentation https://community.open… #21557

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		## SharePoint integration (Enterprise add-on) setup guide

		For detailed guide on the initial setup, please consult [SharePoint integration setup guide](../../integrations/share-point/).


		![System message on successful SharePoint file storages setup in OpenProject](openproject_system_guide_new_sharepoint_message_successful_setup.png)

		You can now configure user access and folder creation. Click the edit icon next to the relevant section.


		OpenProject can automatically create and manage project folders when a file storage is added. This helps keep folder structures organized and ensures correct access for all project members. You can choose between the following options:

		- Enable automatically managed access and folders


		![Select a SharePoint file or folder to link to an OpenProject work package](openproject_user_guide_sharepoint_storage_select_files_to_link.png)

		Select the folder and file (or multiple files) you want to link, then click the Link button.

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MayaBerd commented Jan 6, 2026

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