Why Integrate Documation with SharePoint?
Our SharePoint integration brings powerful automation and document control into your existing finance environment without added complexity or disruption.
SharePoint Integration with Documation Solutions
Integrating Documation with SharePoint allows you to maximise the value of your finance automation while keeping your core systems firmly in place. Documation solutions integrate seamlessly with Sharepoint. Documents created or processed by those solutions can be released to Sharepoint where they will be stored and can be retrieved independently of Enable, Documation’s solution platform.
Documation’s Enable for SharePoint solutions can also be used to extend the capabilities of SharePoint by capturing documents as they enter the organisation or at the point of creation. Email, paper and electronic documents can all be captured, indexed with minimal or no manual effort and delivered straight into SharePoint. Documents captured in Enable can of course also be processed using Documation’s powerful workflow solutions to perform tasks such as Validation, Indexing or Authorisation before (or after) being stored in Sharepoint.Ready to experience it for yourself? Book a demo today and see how Documation enhances SharePoint.
Connect Documation with SharePoint – Simply and Securely
Our integration is designed to connect directly with Microsoft SharePoint, enhancing your existing document and workflow management systems without the need for replatforming or disruption. By linking Documation with SharePoint, you can centralise finance documents, streamline approvals, and improve visibility across every stage of your financial process.
What gets connected?
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Invoices, purchase orders, and supporting documents stored and managed in SharePoint
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Real-time status updates and approvals reflected across both systems
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Metadata and document indexes automatically synced for accurate search and reporting
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Seamless workflow between SharePoint and Documation
We tailor each integration to your requirements, working closely with your team to ensure a quick, secure, and low-effort setup that places minimal demand on internal IT resources.
Ready to see how our SharePoint integration can transform your finance processes?
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Seamless Data Flow
Automatically synchronise invoices, purchase orders, and finance document metadata between Documation and SharePoint, reducing manual entry and eliminating errors.
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Document Organisation
Auto create sharepoint folders, for example financial periods to organise documents for easy review and audit
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Enhanced Control & Compliance
Maintain full audit trails and approval histories across Documation and SharePoint, supporting financial accuracy and regulatory compliance.
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Real-Time Insights
Gain real-time visibility of invoices, approvals, and document statuses directly within SharePoint dashboards.
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Low IT Overhead
The integration is quick to deploy, secure, and requires minimal involvement from your internal IT team.
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Future-Ready Flexibility
Scalable and adaptable to new SharePoint sites, workflows, or business growth without the need for costly redevelopment.
Proven Results: Northumbrian Water Group Delivers Faster, Smarter AP with Documation + SharePoint
Northumbrian Water Group partnered with Documation to streamline their Accounts Payable processes and gain stronger financial control. Fully integrated with their existing SharePoint environment, Documation’s automation solution enabled faster invoice approvals, greater visibility, and substantial time savings, all while supporting efficient day-to-day operations.
Automate Core Finance Tasks with Confidence
Once connected with SharePoint, Documation takes care of time-consuming manual finance processes, giving your team the freedom to focus on higher-value work.
Works Seamlessly with SharePoint and Beyond
Our integration is built to work across SharePoint environments, whether you’re using SharePoint Online or an on-premise setup. We tailor each configuration to match your document management and workflow requirements, ensuring a smooth, secure connection between Documation and your SharePoint processes.
Not sure if your version is supported? Get in touch and we’ll guide you.
Dedicated Support from Setup to Success
From initial integration planning through to go-live and beyond, our specialists work closely with your team to ensure a smooth SharePoint experience. We handle the technical details, provide full training and documentation, and deliver ongoing support so your finance function is confident, efficient, and fully empowered from day one.
Flexible Integration That Fits Around Your Infrastructure
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On-Premise Integrations
Still running SharePoint on local servers? No problem. Documation connects securely with your on-premise SharePoint environment without compromising your internal network. We work alongside IT teams to deliver compliant, efficient integrations that align with strict infrastructure and data governance policies.
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Customer-Led Integrations
Already have internal developers or a third-party IT partner? Our platform is designed to be flexible and accessible. If you prefer to manage the SharePoint integration yourself, we’ll provide the tools, documentation, and technical guidance you need to make it happen on your terms.
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No API? No Problem
Even if your SharePoint environment is not using modern APIs, we can still integrate effectively. Our platform supports file-based integration, secure flat-file exchange, and custom connectors, making automation accessible regardless of version or API limitations.
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Multiple ERP Instances
Running SharePoint across multiple sites, departments, or entities? Our platform supports multi-site and multi-entity environments, ensuring clean data separation, role-based access, and consolidated reporting when needed.
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Web Services Connector
Our Web Services Connector enables real-time, bi-directional communication between Documation and SharePoint. Data flows automatically between systems and stays continuously in sync.
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Need more information? Get in touch with us.
Get in Touch
Book a Free Demo
Discover how simple and powerful finance automation can be without changing your document management system. Book a tailored demo with our team and see how seamlessly Documation integrates with your SharePoint platform.
How does Documation integrate with SharePoint?
Documation connects directly with your SharePoint environment, allowing invoices, purchase orders, and supporting documents to flow automatically between systems. Data and metadata stay synchronised in real time, keeping documents accessible, searchable, and compliant within SharePoint.
Do I need SharePoint Online, or can it work with on-premise versions too?
Our integration supports both SharePoint Online (Microsoft 365) and on-premise SharePoint Server environments. Whether your setup is cloud-based, local, or hybrid, Documation can be configured to connect securely and efficiently.
What finance processes can be automated through SharePoint?
You can automate invoice capture, purchase order matching, approval workflows, expense submissions, and document storage. Documation enhances SharePoint by adding intelligent routing, approval rules, and reporting tools for end-to-end visibility.
How long does it take to set up the integration?
Most SharePoint integrations are completed within a few weeks, depending on your infrastructure and workflow complexity. Our team manages setup, configuration, and testing to ensure a smooth rollout with minimal IT involvement.
Is it secure to connect Documation with SharePoint?
Yes. The integration uses Microsoft-approved APIs and secure communication protocols. Role-based permissions, encryption, and audit trails ensure your data remains protected and compliant at all times
What are the main benefits of using SharePoint with Documation?
Integrating Documation with SharePoint centralises finance documentation, improves collaboration, and enhances process control. You’ll reduce manual work, speed up approvals, and gain complete visibility across your financial operations — all within your existing Microsoft 365 ecosystem.