Overview

primedocs can be called directly from a SharePoint document library. The primedocs SharePoint app integrates itself into the toolbar:

Open

Via the toolbar button you will be redirected to the primedocs web application, which now stores all documents directly in the respective SharePoint list:

Open

Installation

Requirements

• The SharePoint app only works with Office 365 / Entra Id (Alt: Azure Active Directory) logins, as generated files are stored in the user's name.

• The Entra ID App Registration needs the scopes Sites.Read.All, Files.ReadWrite.All as delegate permissions.

• Only web-enabled templates are supported.

.sppkg Installation

A .sppkg is available for the installation, which can be added via the SharePoint Administration.

Configuration

For the configuration, a primedocsSettings list must be stored in the SharePoint “root” with a TemplatePickerUrl element that points to https://{INSTANCE-NAME}/app/web/sharepoint.

Technical details

The installed SharePoint app adds additional parameters (saveLocationSharePointSiteId, saveLocationSharePointSiteName, saveLocationSharePointFolderPath, saveLocationSharePointListId, saveLocationSharePointListName, saveLocationSharePointUrl) to the configured URL when the button is triggered, so that primedocs can store the documents in the correct document library.