SharePoint - Set up UpSlide Libraries

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Written by Romain | Updated

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

  1. In the Site Contents tab within SharePoint, click New and select Document Library.
  2. Once created, copy the URL path from SharePoint.
  3. Click Settings in the UpSlide ribbon of Excel, PowerPoint or Word.
  4. In the Library tab, add a library name and paste the URL from the recently created Document Library under Library path.

Library_-_SharePoint.png

You'll know the path is correct when the green key or check indicates successful access. The text saying logged in SharePoint indicates the user has access and is connected to the library.

Requirements for the Document Library

  • Your Document Library path needs to have the following format: https://company.sharepoint.com/sites/SiteName/DocumentLibraryName or https://company.sharepoint.com/teams/TeamsName/DocumentLibraryName
  • We highly recommend using simple Document Library names without any 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.
  • You will also need to grant consent to UpSlide to retrieve content from SharePoint.

A visual guide to creating the Document Library

Initially creating the Document Library:

SharepointDocumentLibrary.png

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:

sp1.png

 

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.

Share the Document Library to your users

Now that you 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.
  • Ensure you check the setting Share everything in this folder, even items with unique permissions.