Create a SharePoint Connection

To connect ClariNet to your SharePoint site, you’ll first need to register an app in Microsoft Entra (formerly Azure Active Directory) that can authenticate and access your SharePoint documents via Microsoft Graph.

The setup guidance provided here for Microsoft Entra is for convenience only. For the most accurate, secure, and up-to-date instructions, please refer to the official documentation from Microsoft. This task should be carried out by someone with appropriate technical expertise and administrative privileges within your organization.

Step 1: Create an App in Microsoft Entra

1. Go to Microsoft Entra admin center and sign in with an account that has permission to manage app registrations.
2. Navigate to “App registrations” from the side bar and click “New registration”
3. Enter a Name for the app (e.g. ClariNet SharePoint Integration)
4. Under Supported account types choose Single tenant (unless your setup requires multi-tenant access)
5. Leave Redirect URI blank
6. Click Register

Step 2: Configure API Permissions

1. In the newly created app (App registrations → All Applications), go to API permissions
2. Click Add a permissions
3. Select Microsoft Graph → Application permissions
4. Search for and add Sites.Read.All
5. Click Grant admin consent to authorize the permission.

Important : Use the Microsoft Graph Sites.Read.All , not legacy SharePoint permissions.

Step 3: Create a Client Secret

1. Go to Certificates & secrets → New client secret
2. Add a description and choose an appropriate expiration period.
3. Click Add, then copy the generated Client Secret immediately - this won’t be visible again.

Step 4: Gather Required Details

You’ll need the following to configure the integration in ClariNet:

• Site URL - e.g. https://mycompany.sharepoint.com/sites/MyDocuments
• Tenant ID - found under Overview in Microsoft Entra
• App (Client) ID - also found under Overview
• Client Secret - from Step 3

Step 5: Add the connection in ClariNet

1. Go to Settings → Users & Access → Document Service Connections
2. Click the Actions menu and select Add SharePoint Connection
3. Fill out the form using the credentials and details from Microsoft Entra Name and Description are for your reference only - use them to distinguish between multiple connections if needed.

ClariNet stores credentials securely using industry best practices. Once the connection is saved, sensitive fields such as Tenant ID , App ID , and Client Secret will no longer be visible in ClariNet. If you need to retain these details for future reference, please store them securely in accordance with your organization’s policies and best practices.

1. Click Test to verify the connection
2. If successful, click SAVE.

You’ve now created a document service connection that can be used by one or more Document Service Integrations that are setup at a Portfolio level.