The UpSlide Library can be hosted in a Sharepoint Online Document Library. Once the Document Library has been created in a Sharepoint site, its path can be used directly in UpSlide Settings to set up the library for the user.
Create the Document Library
Important
- Your Document Library path needs to have the following format:
- https://company.sharepoint.com/sites/SiteName/DocumentLibraryName
- https://company.sharepoint.com/teams/TeamsName/DocumentLibraryName
- We highly recommend using simple Document Library names without space or special characters (including - _ / etc.).
- Do not rename the Document Library after creation. UpSlide won't be able to access it.
- You won't be able to add a path to a subfolder of a Document Library in UpSlide.
- It won't work if the library is created on the root site of SharePoint.
- In the Site Contents tab within SharePoint, click New and select Document Library.
- Once created, copy the URL path from SharePoint.
- Click Settings in the UpSlide ribbon of Excel, PowerPoint or Word.
- In the Library tab, add a library name and paste the URL from the recently created Document Library under Library path.
You'll know the path is correct when the green key or check indicates successful access. The text "logged in SharePoint" indicates the user has access and is connected to the library.
A visual guide to creating the Document Library
Initially creating the Document Library:
Once created, it appears in the left-hand pane. Our example has the name DocumentLibrary, but you can name yours something more relevant to your organization:
Note
To signpost user machines to the locations just created, you must set the paths into the UpSlide Portal or contact your UpSlide account team to add them on your behalf.
Grant Consent
This step is required for users to be able to authenticate to SharePoint within UpSlide.
Please follow the steps described in this documentation.
Share the Document Library to your users
Now that you have successfully created the Document Library, you need to give access to the users.
- Admin users must have writing rights in the Document Library while reading rights are sufficient for end-users.
- Make sure you check the setting Share everything in this folder, even items with unique permissions.