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

Important
  • Your Document Library path needs to have the following format:
  • 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.
  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 "logged in SharePoint" indicates the user has access and is connected to the library.

 

Create the Suggestion Path

LibraryError.png

In some cases, when setting up a SharePoint library, an issue can arise if the suggestion path is defined as a subfolder of the library's main path.

Although manually entering the path temporarily displays a validation indicator, it disappears as soon as UpSlide’s settings window is closed, preventing the configuration from being saved.

This malfunction occurs because the suggestion path must be distinct from the main path to ensure proper and secure access management.

The solution is to use separate libraries for the main content, customization, and suggestions, thereby ensuring optimal configuration and full accessibility of the library.

The configuration path must strictly adhere to this structure:

https://company.sharepoint.com/sites/SiteName/DocumentLibraryNameSuggestion

 

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.

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.