The Integrations tab of Settings is where you connect a document source, so you can bring files you already keep elsewhere into your asset library in bulk. The one document source Propivix connects to today is Microsoft SharePoint.
Open Settings in the sidebar and select the Integrations tab. The Cloud Storage card holds the Microsoft SharePoint connection.
Who can do what
- Admins connect SharePoint, reconnect it and disconnect it.
- Admins and Managers import files once it is connected.
- Everyone else sees whether it is connected. When it is not, the card says "Ask an admin to connect".
Connecting SharePoint
- On the Microsoft SharePoint card, select Connect.
- Sign in with your Microsoft work account and approve the permissions Microsoft asks for.
- You return to the Integrations tab with the message "SharePoint connected". The card then shows "Connected as" and the Microsoft account.
Propivix asks Microsoft only for permission to read your profile, sites and files. It never writes to SharePoint.
If the connection fails, you return to the tab with "SharePoint connection failed" and a reason, such as "You declined the Microsoft permission request." or "The connection request expired. Please try again." Select Connect to try again.
When Microsoft stops accepting the saved sign-in, the card shows "authentication expired, reconnect below", and an Admin sees Reconnect. Imports cannot run until someone reconnects.
Importing files
- On the connected card, select Import files. The Import from SharePoint page opens.
- Under "1. Choose a site and document library", select a site, then one of its document libraries.
- Under "2. Select folders and files to import", tick the files and folders you want. Select a folder's name to open it, and use the path above the list to go back up. Ticking a folder imports the supported files inside it and in its subfolders.
- Select Start import.
The import runs in the background. The progress bar shows how far it has got, and you can leave the page while it runs.
Propivix imports PDF, Word (.docx) and plain text (.txt) files, up to 10 MB each. Files of other types, and files over 10 MB, are not imported. One import takes up to 2,000 files; select the rest in a second import.
What happens to each file
Propivix reads each file's text and uses AI to decide what kind of asset it is: a CV, project sheet, past proposal, certificate, boilerplate, template or other. It then adds the file to your library the same way an upload does, including the analysis that can assign it to your business lines. A file whose text matches an asset you already have is skipped as a duplicate rather than added twice.
When the import ends, the page shows Import complete with how many files were imported, skipped and failed, and the reasons for skips, such as duplicate. Select View your Asset Library to see the new assets. The type is the AI's judgement from the text, so look over the new assets before you rely on them. See Managing Your Asset Library.
When an import stops
If the import stops, the page shows "Import stopped:" with the reason and a Retry import button. Retrying picks up where the import left off; files already imported are not imported again.
When the reason is that SharePoint's sign-in expired, an Admin first reconnects SharePoint on the Integrations tab. Then select Retry import.
Disconnecting
An Admin selects Disconnect on the card and confirms. Files already imported stay in your asset library. Only the connection is removed.
Other cards on this tab
The tab also links to Manage Business Lines and Manage Templates. See Organizing by Business Line and Templates.