Steps
1. Connect your SharePoint account with Yoom Knowledge
Log in to Yoom Knowledge and select "Data Sources" in the side menu to open the Data Sources page.
Select Microsoft SharePoint from the "+Add" button on the data source page.
Please link your SharePoint account to Yoom Knowledge by clicking the "Link Account" button.
⚠️Notes on collaboration
- If your Office 365 settings require administrator approval, when you link your accounts, a request for approval will be sent to the Office 365 administrator via email. At this time, the account linkage has not yet been completed, so please perform the account linkage again after the Office 365 administrator approves it.
2. Set item ID and data acquisition range
Specify the files and folders in SharePoint to be linked to Yoom Knowledge.
Please note that if the item ID is empty, all files directly under the document will be learned.
If the item ID you want to link is not displayed as a candidate, enter the folder name or file name to link in the "Folder name or file name" field, and then select the item ID.
In "Data acquisition range", if you specify a folder in "Item ID", you can select whether to retrieve only the files directly under the specified folder, or to retrieve all files further down.
If you select a file in the item ID field, the settings in "Data acquisition range" will be invalid.
💡 Regarding automatic learning of newly added/updated files
After linking Yoom Knowledge and SharePoint, newly added files and updated file information in the specified SharePoint folder will be automatically learned by Yoom Knowledge.
Automatic learning will occur within 3 hours after a file is added or updated in SharePoint.
FAQ
Q. What types of files can be imported?
Only files in txt, pdf, doc, docx, ppt, and pptx formats can be linked.
Q. Can Excel files in SharePoint be imported?
Excel files cannot currently be imported.