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How it Works

The SharePoint connector scans all configured sites within an organization and indexes every document attached to those sites. Note that it currently processes attached files only — not the site page content itself. Supported file types include:
  • Word Docs, Excel spreadsheets, PDFs, PowerPoints, and plaintext files (.txt, .mdx, etc.)

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Setting Up

ASSIST AI supports two authorization methods — choose the one that best fits your environment:
MethodDescription
Client Secret AuthenticationUses traditional client secret credentials
Certificate-Based AuthenticationUses certificate-based auth — required for permission sync
Note: Permission sync is only available with certificate-based authentication.

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Indexing

  1. Open SharePoint connector Navigate to the ASSIST AI Admin Panel and select the SharePoint Connector.\
  2. Configure authorization In Step 1, configure your authorization:
    • If you have existing credentials, select them from the list
    • If you don’t have existing credentials, click Create New to add new authorization:
    • Client Secret: Enter your Application ID, Directory ID, and Client Secret
    • Certificate: Upload your certificate file and enter Application/Directory IDs\
  3. Save configuration Click Create to save your configuration.\
  4. Continue with selected credential Ensure your chosen credential is selected, then click Continue\
  5. Specify SharePoint configuration In Step 2, specify your SharePoint configuration:
    • Connector Name: Enter a name for the connector (e.g., “MySharePointConnector”)
    • Sites: Select a list of sites to pull from or leave blank to pull everything (Note: this option only works for English, Spanish, and German SharePoint instances.)
    • Permission Sync (Certificate auth only): Enable to sync SharePoint permissions with ASSIST AI\
  6. Create connector Click Create Connector to begin indexing. The connector will start indexing your SharePoint sites and you can add more sites or modify settings as needed. SharePoint organizes content into sites, each of which can contain document libraries, lists, and pages — with no limit on the number of documents per site. ASSIST AI focuses on indexing documents stored within document libraries across your selected sites. For more on SharePoint’s structure, refer to the Microsoft SharePoint documentation.