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Connecting a SharePoint Site or Folder to the AI Proposal Tool

How to connect your SharePoint in NextStage

Bianca Fiore avatar
Written by Bianca Fiore
Updated over 2 months ago

  1. Click into an opportunity and navigate to the documents tab.

  2. Click the "Add Attachment" button.

  3. Click either SharePoint Site or Folder, depending on which you're trying to connect to.

  4. Sign in with your Outlook credentials

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