Exporting PDF to SharePoint Document Library

Exporting PDF to SharePoint Document Library

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  • Hi,

    I wanted to ask if there’s a way to, at the end of a process that generates a pdf, export that pdf to a document library on sharepoint. And if so, could I be walked through the steps at a high level?

    Thanks

  • Hello,

    Here you can find a high-level overview of setting up SharePoint integration and adding a PDF file to SharePoint document library. If you have any questions please let me know.

    [b][u]Setting up the Decisions-SharePoint Integration[/u][/b]
    [b]
    1. System > Administration > Features[/b]
    - Install SharePoint Module
    - Restart-Service Host Manager

    [b]2. System > Integrations > SharePoint[/b]
    - Click Add SharePoint Document Library
    - Name the Document Library name
    - Complete SharePoint Settings
    * Authentication Type
    * Site Name
    * Domain Name
    * Username and Password

    [b][u]Using SharePoint steps in Flow[/u][/b]

    • Open a flow, you will find SharePoint related steps under Integration > SharePoint folder

      • SharePoint Add Document Step
      • SharePoint Delete Document Step
      • SharePoint Get Document Step
    • Pick SharePoint Add Document Step and map a PDF file to the input of this step

    • You can also find PDF related steps under Data > PDF folder

    [b]Additional Documentation[/b]
    [url=https://documentation.decisions.com/docs/sharepoint-module-basics-lists]SharePoint Module Basics - Lists or Documents[/url]
    [url=https://documentation.decisions.com/docs/sharepoint-module-basics-documents]SharePoint: Displaying a List of Items[/url]

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    [i]edited by kenan@decisions.com on 9/12/2019[/i]

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