Microsoft SharePoint
OfficialConnect your firm's SharePoint so the client files you already hold, from policy schedules to valuations and letters, can be attached as sources, the agents can draw on what is actually on record, and finished documents can be saved back.
What it does
Attach files as sources
Browse SharePoint from inside Templi and attach a client's files to a piece of work, so generated advice draws on what is already on record.
Document AI reads every page
Attached files run through Document AI, so policy schedules, valuations and letters become answers rather than reading.
You approve every save
Templi can save finished documents to SharePoint, and nothing is written until you approve the file name and folder.
SharePoint Integration
Connect Microsoft SharePoint and bring the firm's document libraries into reach when preparing advice. Browse the sites you already have access to, attach a client's files as sources, and save finished documents back to the folder you choose.
Features
- Attach files as sources - browse your SharePoint sites and document libraries from inside Templi and attach a client's files to a piece of work.
- Document AI reads every page - policy schedules, valuations and letters are read and understood, so generated advice cites what the firm holds on record.
- Your access, nothing more - Templi sees only the sites and libraries your Microsoft account can already reach.
- You approve every save - when a document is ready, Templi can save it to SharePoint, and nothing is written until you approve the file name and folder.
How it works
- Install SharePoint from the Templi app store.
- Sign in with your Microsoft 365 account and grant access.
- Attach files from your sites and libraries when working on a client.
- Generated documents draw on the attached files as sources.
- Save a finished document back to a library folder you pick, once you approve it in chat.
Permissions required
- Sites.Read.All - read the SharePoint sites your account can access.
- Files.ReadWrite.All - read files in those sites' document libraries, and save files Templi creates into the folders you choose.
- offline_access - keep the connection alive without re-authorising.
Templi only writes to SharePoint when you approve a save, and it never moves or deletes your files.
Permissions
0 of 1 scopes can write back- App credentialsManaged by Templi
OAuth tokens are stored encrypted and scoped to this connection. They are never exposed to other apps or firm members.
Requirements
- A Microsoft 365 account with access to your firm's SharePoint sites
