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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 tenant-admin approval for the Kazinex app before the site owner can finish connecting the site. Ask the Microsoft Entra administrator to approve the app for that tenant, then retry.

Step 3: Select the SharePoint site​

  1. After authenticating, the Site Selection panel loads.
  2. A dropdown lists SharePoint sites your account has access to.
  3. Select the site where you want to store Kazinex documents (e.g. "Project Document Control").
  4. Click Next.

If the site list does not load after Microsoft sign-in, first confirm that the tenant approval step completed successfully, then confirm that the connected account can open the target site 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​