SharePoint Setup Guide

Prerequisites

• A SharePoint account
• A SharePoint folder containing files with supported file types and encodings
• The ability to grant Matia permission to read from your SharePoint account

  ℹ️ Note: If you are not a Global Admin, a Global Administrator must first enable this for your organization by going to Microsoft Entra ID > Enterprise Applications > Consent and Permissions in the Azure Portal, and allowing user consent for apps from verified publishers (or granting Matia access directly). This only needs to be done once per tenant.

Setup Guide

Authorize Connection in Matia

1. Click Authorize. You will be redirected to Microsoft to sign in.
2. Enter a Name for the connector.
3. (Optional) Enter a Description for the connector.
4. Select the Owner of the connector.
5. (Optional) Verify that your SharePoint account is successfully connected by clicking on Test Connection.
6. Click Connect.