Sharepoint Indexing

When you create a new assistant, a default SharePoint folder is automatically created for it. You can upload documents directly to this folder, no need to index each file manually. You can also link additional SharePoint folders if needed to expand your sources.

Note: If you only create a corpus (without an assistant), a default SharePoint folder will not be created.

Link a SharePoint Folder:

1. Click on Assistants

2. Search for your Assistant

3. Click on the three dots next to the assistant

4. Click on View Corpora

5. Select the corpus where you want to index the data.

Note: We're selecting the default corpus for the assistant here, there can be multiple corpuses attached to the assistant

6. Click on View Corpus

7. Click on Add Document

8. Click on SharePoint tab

9. Click on "Open Sharepoint URL" icon

10. Click on Upload

11. Choose whether you want to upload a file, a folder, or a template

12. Here you can see the uploaded files

13. Soon you will recieve a notification on app.ejento confirming the indexing has been completed

14. You can also add another SharePoint folder—either with the default one (if you made an assistant) or on its own (if you only made a corpus)

15. Click on Copy link

16. A pop-up confirmation will appear indicating that the link has been copied.

17. Paste your SharePoint Folder URL

18. Enable Sync (Toggle On/Off)

When enabled, any new files or folders added to that SharePoint folder in the future will automatically be included in your corpus.
If disabled, only the files currently present in the SharePoint folder will be added to the corpus.

19. Click on Upload

20. A Microsoft pop-up will appear where you need to authorize your account to proceed.

21. You will receive a notification confirming the indexing has been completed

Remove SharePoint Connection:

22. Click on "Delete Sharepoint URL" icon

Note: The default SharePoint folder cannot be removed.

23. You Have Two Options:

Remove Connection Only:
This will disconnect the SharePoint folder, so future documents uploaded to it won’t be added to your corpus. However, the documents currently in your corpus will remain.

Remove Connection and Associated Documents:
This will remove both the connection and all documents previously added from this SharePoint folder.

24. Select your preferred option, then click 'Yes' to confirm

25. The SharePoint connection is removed; only the default folder remains.

Sharepoint Indexing

Link a SharePoint Folder:#

1. Click on Assistants#

2. Search for your Assistant#

3. Click on the three dots next to the assistant#

4. Click on View Corpora#

5. Select the corpus where you want to index the data.#

6. Click on View Corpus#

7. Click on Add Document#

8. Click on SharePoint tab#

9. Click on "Open Sharepoint URL" icon#

10. Click on Upload#

11. Choose whether you want to upload a file, a folder, or a template#

12. Here you can see the uploaded files#

13. Soon you will recieve a notification on app.ejento confirming the indexing has been completed#

14. You can also add another SharePoint folder—either with the default one (if you made an assistant) or on its own (if you only made a corpus)#

15. Click on Copy link#

16. A pop-up confirmation will appear indicating that the link has been copied.#

17. Paste your SharePoint Folder URL#

18. Enable Sync (Toggle On/Off)#

19. Click on Upload#

20. A Microsoft pop-up will appear where you need to authorize your account to proceed.#

21. You will receive a notification confirming the indexing has been completed#

Remove SharePoint Connection:#

22. Click on "Delete Sharepoint URL" icon#

23. You Have Two Options:#

24. Select your preferred option, then click 'Yes' to confirm#

25. The SharePoint connection is removed; only the default folder remains.#