SharePoint

primedocs integrates directly into Microsoft SharePoint document libraries via a SharePoint app. The app adds a primedocs button to the SharePoint toolbar, allowing users to create documents from primedocs templates and save them straight into the document library.

Overview

Clicking the toolbar button opens the primedocs web application inside SharePoint. After the user selects a template, fills in the form, and confirms, the generated document is saved automatically into the SharePoint document library the button was triggered from.

Prerequisites

• Office 365 / Entra ID (Azure Active Directory) authentication is required. Documents are stored in SharePoint on behalf of the signed-in user.
• The Entra ID App Registration requires the delegate permissions Sites.Read.All and Files.ReadWrite.All.
• Only web-compatible primedocs templates are supported.

How It Works

1. The SharePoint app is installed via a .sppkg package through the SharePoint Admin Centre.
2. A SharePoint list called primedocsSettings is created in the root of the site, with an entry TemplatePickerUrl pointing to https://{INSTANCE-NAME}/app/web/sharepoint.
3. When the user clicks the toolbar button, the app appends parameters (saveLocationSharePointSiteId, saveLocationSharePointSiteName, saveLocationSharePointFolderPath, saveLocationSharePointListId, saveLocationSharePointListName, saveLocationSharePointUrl) to the URL so that primedocs can store the document in the correct library.

Installation

For step-by-step installation instructions, see Microsoft SharePoint App Installation.