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  (c) PMWeb, Inc., 2021

Document Integrator SharePoint Tab

 
Use this tab to store SharePoint credentials for PMWeb users. These credentials are passed to SharePoint in the background if users select the "SharePoint" option when adding lines to an Attachments Tab.
 
PMWeb SharePoint integration works with both forms- and Windows-authenticated SharePoint sites. In order to use forms-authentication, PMWeb's application server needs access to http://SharePointServer/_vti_bin/Authentication.asmx Web service.
 
Document Integrator SharePoint Tab
1

Edit Line Button

1. Edit Line Button
Edit Line Button
2

Clear Selected Lines Button

2. Clear Selected Lines Button
Click this button to clear the SharePoint Username, SharePoint Password, and Domain fields for the selected lines.
3

Copy Usernames Button

3. Copy Usernames Button
Click this button to copy the PMWeb user ID to the SharePoint Username field for each selected line.
4

Refresh Table Button

4. Refresh Table Button
Refresh Table Button
5

PMWeb User Field

5. PMWeb User Field
Read only. The table displays all active PMWeb users.
6

SharePoint Username Field

6. SharePoint Username Field
The name of the user in SharePoint.
7

SharePoint Password Field

7. SharePoint Password Field
The user's SharePoint password.
8

Domain Field

8. Domain Field
The SharePoint domain.