Troubleshooting Document Management Link with SharePoint for Office 365

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

Troubleshooting SharePoint Integration Guide

Using SharePoint with Multi-Factor Authentication

If Multi-factor authentication (MFA) is enabled for the user, you need to create an APP Password for the DML Integration and use those credentials as described below.

Although Orchid modules don't support 2-step authentication directly, you don't need to turn off MFA to use DML with SharePoint integration. If you enable MFA, you can use it for all applications that support it. To use Office 365 to email from Orchid modules and to use Document Management Link and SharePoint integration, users need to create an APP password for use in the Orchid module, as supported by Microsoft. For details, refer to the topic below Using Orchid Modules with Office365 App Passwords

Legacy Authentication

If you are using MFA and App password in Office 365, but are still receiving errors when testing the SharePoint integration, ensure that Legacy Authentication is not blocked. Refer to Office365 and Legacy Authentication.

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.

For more advanced 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