Add and Manage a SharePoint Data Source
4 minutes
1 year ago
Newforma Konekt’s file manager allows you to view and access files that are stored in SharePoint. You will need a SharePoint account before you can select folders.
- In Newforma Konekt, open the desired project
- In the main menu, under Project menu, select Files to open the file manager.
- In the file manager, click+ Add data source at the bottom of the screen.
- In the Select your data source dialog box, select SharePoint and click Select.
- In the new tab that opens, click Authorize. Once you have successfully logged in, you will be redirected to Newforma Konekt.
- Select the project or folder to connect and click on Select folder. Your new data source is now available in your Newforma Konekt project.
Add a new folder
- In the folder tree on the left, hover over the data source.
- Click the three dots icon > Add new folder.
- Select folder you want to connect and click Select.
Remove a folder
- In the folder tree on the left, hover over the connected folder you want to remove.
- Click the three dots icon > Remove folder.
- When prompted to confirm your choice, click Remove.
Rename the data source
- In the folder tree on the left, hover over the data source.
- Click the three dots icon > Rename.
- Change the name of the folder and click Save.
Remove the data source
- In the folder tree on the left, hover over the data source.
- Click the three dots icon > Remove data source.
- When prompted to confirm your choice, click Remove.
Rename a file or folder
- Select the data source and navigate to the file or folder you want to rename.
- Hover over the desired element and click the three dots icon > Rename.
- Change the name and click Save.
View file or folder details and history
- Select the data source and navigate to the file or folder you want to open.
- Hover over the desired element and click the three dots icon > Open details.
- In the right-side panel, under the Details tab, you can see the element’s details. To view its history, click the History tab.
Download a file
- Select the data source and navigate to the file you want to download.
- Hover over the desired file and click the three dots icon > Download.
Delete a file
- Select the data source and navigate to the file you want to delete.
- Hover over the desired file and click the three dots icon > Delete.
- When prompted to confirm your choice, click Delete file.
- Select the data source and navigate to the file you want to share.
- Hover over the desired file and click the three dots icon > Share. You can also select multiple files to share and click the share icon at the top of the list.The maximum number of files that can be shared is 100 at a time or 10GB in total size.
- Select or enter the recipients’ email address(es), enter remarks if necessary, and click Share. Only the most recent version of the file will be shared.
- During the share, you can click the x in the activity window at the bottom of the screen to cancel share. A confirmation of the cancel will be prompted.
A copy of the shared files is created at the time of share. Once the download is complete, the recipient(s) will receive an email containing a link to download the record copy of the shared files. The link will be available for 2 weeks.
You can see successful share actions and user downloads in the history of the files. Any shares or updates made directly in SharePoint will not be reflected in the history.