Backup to Microsoft SharePoint

To ensure the security of your contracts and documents, Contractify always ensures that all files are backed up. In addition, you can also choose to back up your files to Microsoft SharePoint site.

In addition to being backed up by Contractify, your documents are also backed up in Azure to ensure they are backed up by yet another party, in this case Microsoft.

Preparation

The initial part of the configuration needs to be done in the Microsoft Azure Portal (By an Admin).

1. Browse to the Microsoft Entra ID portal
   

2. Open https://portal.azure.com/#view/Microsoft_AAD_IAM/ActiveDirectoryMenuBlade/~/RegisteredApps in your browser or go to Microsoft Entra ID → App Registrations.
   
   If you have the global admin rights, I recommend authenticating with that account, so that you can directly grant your enterprise application the permission. Otherwise, you need to reauthenticate or ask your administrator to grant your enterprise application the permissions.
   

3. Click on “New registration”
   

4. Give the app a proper name
   

5. For “Account Types”, select “Accounts in this organizational directory only”
   

6. Click on “Register” to continue
   

7. Go to “Manage” → “API Permissions”
   

8. Add the application permission called “Sites.FullControl.All” or “Sites.ReadWrite.All”
   

9. If you are signed in with a user account with global administrator privileges, you can grant administrator admin consent for your tenant. In other case, you either need to sign in with the global administrator account or you have to ask your administrator to grant your app registration permission.
   

10. Browse to “Manage” → “Certificates & Secrets”
    

11. Click on “New Client Secret”
    

12. For the description, I think it makes sense to define which application is going to use your client secret. For the duration, I would go with the recommendation of Microsoft, as you might have lost this application out of sight in 24 months, which is the maximum duration for a client secret.
    

13. Now note down what you see under value, you can only see it now.
    This is what is called the “Client secret”
    

14. Go back to the overview panel of the app registration
    

15. Keep a copy of:

    1. Application (client) ID (also called “Client ID”)

    2. Directory (tenant) ID (also called “Tenant ID”)

How to activate

You can activate this integration in the Marketplace, by going to the "Settings" section.

To configure the integration, you’ll need:

• The Tenant ID (from step 15.b above)

• The Client ID (from step 15.a above)

• The Client Secret (from step 13 above)

• Site: the hostname of your sharepoint site (e.g. mysite.sharepoint.com)

• Site Path: the site path if you site is not hosted at the root of the domain (e.g. sites/mysite)

• Prefix: the prefix under which the files are written on the documents collection.

Once configured, a copy of each uploaded document will be saved to the documents folder in your Microsoft SharePoint instance.