How to Integrate SharePoint with ReadyRedact

ReadyRedact integrates with SharePoint, making it easier to access and manage your cloud-stored documents as part of your redaction workflow. Connecting your SharePoint account takes just a few steps. Once connected, you can enable or disable the integration whenever needed without having to reconnect your account.

1. Open the Integrations Tab
   • Log in to your ReadyRedact account.
   • Click the Settings (gear icon) in the upper-right corner of your dashboard.
   • Select Integrations from the dropdown menu.

This will take you to the Integrations page, where you can manage your cloud storage connections and other available integrations.

2. Connect Your SharePoint Account
   • On the Integrations page, locate SharePoint under the cloud storage options.
   • Click the Connect button beneath the SharePoint logo.

ReadyRedact will redirect you to SharePoint to securely authorize the connection.

3. Sign in to SharePoint
   • On the SharePoint login screen, enter the email address and password associated with your SharePoint account.
   • Click Sign In.
   • Follow the prompts to sign in.
   • If prompted, review and approve the permissions requested to connect SharePoint with ReadyRedact.

Note: Microsoft handles the sign-in and authorization process. You do not enter your SharePoint password directly into ReadyRedact.

4. Verify Your SharePoint Connection

Once you've successfully authorized the connection, you'll be redirected to the ReadyRedact Integrations page. You should now see the following changes in the SharePoint section:

• A green status indicator next to SharePoint, showing that the account is connected.
• A Disconnect button in place of the original Connect button.
• An Enabled toggle indicating that SharePoint is available for use in ReadyRedact.

Your SharePoint account is now connected and ready to use with ReadyRedact!

5. Enable or Disable the Connection

You can temporarily disable your SharePoint integration without disconnecting your account.

• Navigate to Settings → Integrations.
• Locate the SharePoint integration.
• Click the toggle switch next to Enabled to change its status.
  • Enabled: SharePoint is available for use within your ReadyRedact projects.
  • Disabled: SharePoint is temporarily unavailable within ReadyRedact, but your account connection is retained.

Tip: If you only want to stop using SharePoint temporarily, disable the integration instead of disconnecting it. You can turn it back on at any time without repeating the authorization process.

6. Disconnect SharePoint

If you no longer want your SharePoint account linked to ReadyRedact, you can disconnect it completely.

• Navigate to Settings → Integrations.
• Locate the connected SharePoint account.
• Click Disconnect.

Disconnecting removes the SharePoint connection from ReadyRedact. If you decide to use SharePoint again in the future, you'll need to reconnect your account and complete the SharePoint authorization process. Important: Disabling and disconnecting are different actions. Disabling preserves your connection, while disconnecting removes it.

Need Help?

If you need additional assistance, contact the ReadyRedact Support Team through the Help option in your ReadyRedact dashboard or email Support@readyredact.com.