Troubleshooting Document Management Link with SharePoint Online

For detailed steps to setup DML with SharePoint for Online, refer to Setup Document Management Link with SharePoint for Office 365

Response status code is 'Forbidden'

This is likely because because basic authentication is disabled for SharePoint Online. You need toleave the SharePoint details blank in the tray. DML will prompt the users to login.

Configuring DML with SharePoint Online

The option to Create an App password is not available anymore for SharePoint Online as Microsoft has retired support for Basic Authentication for SharePoint Online integration in April 2026.

I can upload documents, but can't view existing documents

If you can upload documents, but can't view linked documents, check the site field on the SharePoint Tab and ensure it doesn't have a trailing / after the site name.

Enabling logging for more advanced debug options

In some cases where you have issues with Information Manager tray, for example when configuring SharePoint Integration in Document Management Link, Orchid's support team may ask you to enable logging of the tray or SharePoint to help troubleshoot. Refer to Troubleshooting Information Manager Tray