This page describe step by step on how to setup your Sharepoint environment to enable the Document Library module in Spencer

An Office 365 license is required.

Setup

#1 - First, choose which Sharepoint Site’s content you’d like Spencer to synchronize. For this tutorial, We’ve created 1105nv.sharepoint.com/sites/spencer .

1. Sharepoint site = “Spencer”
2. Sharepoint tenant = “1105nv”
3. Sharepoint tenant URL =  “1105nv.sharepoint.com”
   
   Share your Sharepoint tenant, Sharepoint tenant URL and Sharepoint site with Spencer

#2- Next, setup an App-only Add-in by navigating to

 https://{yourtenanthere}.sharepoint.com/sites/{yoursitenamehere}/_layouts/15/appregnew.aspx

#3 - Generate a Client Id and Client Secret and share this with Spencer. 

Important - once generated you can't view it again. copy-paste it to a text editor. 

#4 - Fill out

1. Title : Feel free to add here any title as this is for setup reasons only
2. App domain : add www.localhost.com
3. Redirect URI : add https://localhost.com 
   
   Click Create. Share the Redirect URI with Spencer in case this is different than localhost.com 

#5 - Now that the identifier is created, we need to grant the necessary permission for it to perform any action. In this example, I’ll demonstrate how to grant full control access to a Site Collection.
Navigate to https://{yourtenanthere}.sharepoint.com/sites/{yoursitenamehere}/_layouts/15/AppInv.aspx

1. Fill in App Id with the Client Id you just created above, and click Lookup

2. Fill in the following Permission Request XML and click Create

<AppPermissionRequests AllowAppOnlyPolicy="true">
    <AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="Read"/>
    <AppPermissionRequest Scope="http://sharepoint/content/sitecollection/web/list" Right="Manage"/>
</AppPermissionRequests>

#6 - Select the Sharepoint list on your Sharepoint site that you want Spencer to sync documents from. Usually, this list will be called Documents. Click Trust.

#7 - Share the Sharepoint list name with Spencer (usually this is called Documents) -

#8 - Note, after granting the permissions you can't visualize them. You can however update the permissions by executing the two previous steps. Finally, you can check registered Add-ins per site at https://{tenant}.sharepoint.com/sites/{site}/_layouts/15/appprincipals.aspx
#9 - Provide the information below to customersuccess@spencer.co