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Connect SharePoint Online as Document Storage

Role: Org Admin
Time: 20–30 minutes
Prerequisites: Microsoft 365 account with SharePoint access; Org Admin in Kazinex; the SharePoint site must already exist; you must have Owner or Site Admin permissions on the SharePoint site; some external Microsoft 365 tenants also require a one-time tenant-admin approval for the Kazinex app

SharePoint Online integration stores Kazinex document files in your own Microsoft 365 tenant — useful for organisations that already use SharePoint, need Microsoft data residency, or want files visible in both Kazinex and SharePoint.

Before you start​

Confirm with your IT team:

  • Which SharePoint site and document library should Kazinex use?
  • Is the site in your production Microsoft 365 tenant?
  • Do you have Owner permission on the target site?
  • Does your Microsoft 365 tenant allow users to approve third-party apps, or does a tenant admin need to approve Kazinex first?

Recommended: create a dedicated document library in SharePoint specifically for Kazinex files (e.g. KazinexDocuments). This keeps Kazinex files separate from your general SharePoint content.

Step 1: Open Storage Settings​

  1. Go to Settings → Storage.
  2. Click Add Provider.
  3. Select SharePoint Online.

Step 2: Initiate the OAuth connection​

  1. Click Connect with Microsoft.
  2. You are redirected to the Microsoft login page (opens in a new tab or popup).
  3. Sign in with your Microsoft 365 account that has permissions on the target SharePoint site.
  4. If your tenant allows user consent, Microsoft asks you to grant Kazinex the requested permissions:
    • Sites.ReadWrite.All — to read and write files in SharePoint sites
    • Files.ReadWrite.All — to create, read, and update files
  5. Click Accept to grant consent.
  6. You are redirected back to Kazinex. The connection status shows "Authenticated".

If consent fails: A SharePoint site owner is not always enough by itself. Your Microsoft 365 tenant may require a one-time tenant-admin approval of the Kazinex app before any site owner can finish connecting a site. When Microsoft blocks the sign-in with an admin-approval message, Kazinex shows two options in the Storage settings:

  • I'm a Microsoft 365 admin — Approve now — opens the Microsoft admin consent page directly; sign in as a tenant administrator and approve.
  • Copy approval link for your IT admin — copies a link to email to your administrator. The admin opens the link, signs in, and approves — no Kazinex account needed.

After the admin approves once, retry Connect with Microsoft as the site owner; no further admin involvement is required for that tenant.

Step 3: Select the SharePoint site​

  1. After authenticating, the Site Selection panel loads.
  2. Recommended — paste your site URL: open the target site in SharePoint, copy the browser address (e.g. https://contoso.sharepoint.com/sites/ProjectDocumentControl), paste it into the SharePoint site URL box, and click Find site. This resolves the exact site reliably, including for non-admin accounts.
  3. Optionally, pick from the suggested sites dropdown — this lists sites you follow or that Kazinex can enumerate, but it may be empty for non-admin accounts (that's expected; use the URL box instead).
  4. Click Next.

If neither the URL box nor suggestions work, confirm the tenant admin-approval step completed, and that the signed-in account can open the target site directly in SharePoint.

Step 4: Select the document library​

  1. The available document libraries in the selected site are listed.
  2. Select the target library (e.g. "KazinexDocuments").
  3. If no dedicated library exists, you can create one in SharePoint now (open SharePoint in a separate tab → Site Contents → New → Document Library → return here and refresh).
  4. Click Next.

Step 5: Configure the folder structure​

Kazinex creates folders inside your selected library to organise files. You can customise the folder path:

OptionDescription
By Project (recommended)Files stored in /[ProjectName]/[DocumentNumber]/[RevisionCode]/
FlatAll files in the root of the selected library
Custom pathSpecify a root folder within the library (e.g. /Kazinex/Active/)

Recommended: use By Project — keeps each project's files in its own folder and makes files navigable in SharePoint directly.

Click Save Configuration.

Step 6: Verify the connection​

  1. Return to Settings → Storage.
  2. Find the SharePoint provider — it should show a green Verified badge.
  3. Click Run Verification if not already done — Kazinex checks that it can read/write to the library.

If verification fails:

  • Check that the authenticated account still has access to the SharePoint site
  • Confirm the document library exists and is not restricted by a conditional access policy
  • Re-authenticate: click Reconnect → repeat the OAuth flow

Step 7: Set SharePoint as the default provider​

  1. In Settings → Storage, find the SharePoint provider.
  2. Click Set as Default.
  3. Confirm.

All new document uploads will now go to SharePoint. Existing uploads (if any) remain in the previous provider.

Step 8: Test with a real upload​

  1. Navigate to Documents → New Document.
  2. Fill in the minimum fields (Title, Type, Status, Revision).
  3. Under Revision, upload a small test file (e.g. a one-page PDF).
  4. Save the document.
  5. Open the document → Revisions → click the file to download it.

If the download succeeds, SharePoint storage is working.

Verify in SharePoint: Open your SharePoint site → navigate to the KazinexDocuments library → you should see the uploaded file in the project folder.

Ongoing maintenance​

SharePoint OAuth tokens expire. To avoid upload failures:

  • Check the Verified badge weekly in Settings → Storage during active project periods.
  • If the badge turns red: click Reconnect and re-authenticate.
  • When your Microsoft 365 account's password changes or MFA is re-enrolled, you may need to re-authenticate.

What's next​