Configuring DML with Office 365 and MFA


If Multi-Factor Authentication is enabled, there are 2 options to configure Document Management Link and the Tray, depending on whether Basic Authentication is enabled.

  • Option 1: Leave the SharePoint details blank and DML will prompt the users for details or

  • Option 2: Create an App password

Configure Tray For SharePoint

  • In all cases, select DML User

  • Leave SharePoint details blank if using 2 factor authentication and you don't have an app password

  • If using basic authentication or App Password, enter the user name and password / App Password.

Basic Authentication disabled

In the tray, check the DML User box, but leave SharePoint details blank.

The user will be prompted to enter their logon details and the 2nd factor authentication when they use DML.

The credentials are remembered until they expire or you clear the cookies in Control Panel> Internet.

Basic Authentication enabled

You can use App Password if Basic Authentication is not disabled.

Refer to Using Orchid Modules with Office365 App Passwords