> For the complete documentation index, see [llms.txt](https://docs.inogic.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.inogic.com/click2export/prerequisites/enable-sharepoint-integration.md).

# Enable SharePoint Integration

If you would like to use Click2Export’s **'Upload to SharePoint'** functionality, then it is **necessary** to **enable** **Server-Based SharePoint Integration**. To do this, follow the steps given below:

* Navigate to **Advanced Settings -> Settings -> Document Management**

![](/files/-M9HqIZOmYxAmEV8EgyW)

* Go to **‘Enable Sever-Based Sharepoint Integration’.**

![](/files/-M9Hqe-425lmfX3PEH2p)

* Click on **Next.**

![](/files/-M9HqunQNFTV7yIKkJQc)

* Now, select the **location of SharePoint site** and click on **Next**.

![](/files/-M9HrCLYjfZN9cj05Kse)

* Now, enter the **URL of SharePoint site** that you want to use -> Click on **Next**.

![](/files/-M9HrpQGKjAYEuuB50y8)

* Once the site is validated, click on **Finish**.

![](/files/-M9Hs_Vd8bWcwOgUBpW-)

* The **server-based integration** of SharePoint site is now enabled for your Dynamics 365 CRM environment. Now, go back to **Settings -> Document Management Settings.**

![](/files/-M9IxX1_dBtubfJdMxto)

* Select the **Entities** for which **Document Management** needs to be enabled -> Enter the **URL of active SharePoint sites** where you want to store documents -> Click on **Next**.

![](/files/-M9J1GtVY8xGoYpij3pr)

* Click on **Next**.

![](/files/-M9Hti4CDn6eP2B0b0p9)

* Click on **Finish**.

![](/files/-M9HuBh2pjjXtKPiHTDN)

Now, you can successfully use Click2Export's **'Upload to SharePoint'** functionality and store exported reports in SharePoint.

{% hint style="success" %}
For further queries, reach out to us at <crm@inogic.com>
{% endhint %}