Document Queries

To display documents to users, create a document query linked to a site and a document library. A query searches for documents in a document library that have metadata that matches the metadata specified in the query.

To add a SharePoint document query, navigate to Integration Manager and edit the SharePoint integration.

1

Select the Document Queries tab and click Add query

2

Name the query e.g. the name of the document type

This is not shown to users

3

Optional - Check parent folder metadata matches

We highly recommend this is enabled - This is an important security mechanism. This feature ensures that the parent folder that the document exists in has the same matching metadata set in the query

4

Select a SharePoint site from the dropdown

The available libraries will now be fetched from the SharePoint site

5

Select a document library from the site

The available fields will now be fetched from the SharePoint document library

6

Select the metadata field that contains the users Agreement Reference on the SharePoint document

7

Select the metadata field that contains the Document Type on the SharePoint document

This can be of type lookup or text. Lookup field values are selectable from a dropdown. If the field you wish to use is of type text, you can type the value

8

Select the metadata field that contains the Visible to tenant (True/False) boolean value on the SharePoint document

This field must be of type true/false (boolean) and set to true to display the document to the user

9

Save the document query

Here is an example:

The field names in the customer SharePoint library do not need to match the field labels in the document queries configuration of the TenantWise SharePoint integration.

Disclaimer: Customers are responsible for ensuring that their SharePoint document metadata is accurate and up-to-date. TenantWise holds no responsibility for displaying incorrect documents to users due to incorrect metadata held on customer managed SharePoint as outlined in our SharePoint integration terms and conditions.