SharePoint · files
SharePoint integration: files and steering groups
SharePoint integration means documents for a case land in a known site and library in the customer’s tenant, with the rights they already govern in 365. Your database owns the case. SharePoint owns the file. You store site id, library id, item id. You do not mirror bytes back and forth every night. The team’s case files belong in SharePoint. The user’s drafts belong in [OneDrive](/articles/integrations/onedrive-integration). Traps: every file in one library with no folder convention, the app has Sites.ReadWrite.All on the whole tenant, and you invent versioning on top of SharePoint’s own. The hub is [Microsoft 365](/articles/integrations/microsoft-365-integration).
9 min read · Updated 28 August 2026
You do not build a new file monster. You show the right folder and put the file where the steering group already has access. Automation of the document on the case.
The right model
- Your database owns the case
- SharePoint owns the file
- You store site id, library id, item id
- You do not mirror bytes every night
SharePoint
- The team’s case files
- Steering group and known rights
- A library per case or per customer
OneDrive
- The user’s drafts
- Before the document is lifted onto the case
- Five people must see it? Then it is SharePoint
Traps
- Every file in one library with no folder convention
- The app has Sites.ReadWrite.All on the whole tenant
- You invent versioning on top of SharePoint’s own
What to do now
Point to the site and library the case should land in. If you have no convention, that is the first job — before the API. Send the site name.
FAQ about SharePoint integration
SharePoint or OneDrive?
Must we sync the files home?
Which scope should we ask for?
Who governs access?
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