Integrating Documation with SharePoint helps you get more value from finance automation while keeping your core systems in place. Documents processed in Documation can be stored and accessed directly in SharePoint, independent of the Enable platform.
Enable for SharePoint extends SharePoint’s capabilities by capturing emails, paper, and electronic documents at the point of entry. Files are indexed with minimal manual effort and delivered straight into SharePoint, with optional workflow steps for validation and approval.
Ready to see it in action? Book a demo and discover how Documation enhances SharePoint.
Documation integrates directly with Microsoft SharePoint, allowing you to manage finance documents and approvals without changing your existing systems.
By connecting the two platforms, you can centralise invoices and purchase orders, streamline workflows, and gain clear visibility across your financial processes.
What’s connected:
Invoices, purchase orders, and supporting documents in SharePoint
Real-time approval status across both systems
Synced metadata for accurate search and reporting
Seamless document workflows
Each integration is tailored to your setup, with a secure, low-effort implementation that places minimal demand on your internal IT team.
Our SharePoint integration brings automation and document control into your finance processes, helping you work faster and with greater confidence, without disrupting your existing setup.
Keep invoices, purchase orders, and document metadata in sync between Documation and SharePoint, reducing admin and improving accuracy.
Create SharePoint folders automatically to organise financial documents for faster review and auditing.
Ensure clear audit trails and approval histories across Documation and SharePoint for reliable compliance.
Track invoices and approvals in real time directly from SharePoint.
A secure, fast setup that places little strain on your IT team.
Built to scale with your business and evolving SharePoint workflows, without added development costs.
Northumbrian Water Group used Documation’s SharePoint integration to streamline Accounts Payable, speed up approvals, improve visibility, and save time across daily operations.
Once integrated with SharePoint, Documation removes manual finance tasks, allowing your team to focus on more valuable work.
Our integration works across SharePoint environments, including SharePoint Online and on-premise setups. Each configuration is tailored to your document management and workflow needs, ensuring a secure and reliable connection with Documation.
Not sure if your version is supported? Get in touch and we’ll advise you.
From planning to go-live and beyond, our specialists work closely with your team to ensure a smooth SharePoint integration. We manage the technical setup, provide clear training and documentation, and offer ongoing support so your finance team can work confidently from day one.
Still using SharePoint on local servers? No problem. Documation connects securely with your on-premise environment without compromising your internal network. We work closely with your IT team to deliver compliant, efficient integrations that meet your infrastructure and data governance requirements.
Already working with internal developers or an external IT partner? Documation is built to be flexible and easy to integrate. If you prefer to manage the SharePoint connection in-house, we provide the tools, documentation, and technical guidance you need to implement it confidently.
Even if your SharePoint environment does not use modern APIs, Documation can still integrate effectively. We support file-based integration, secure flat-file exchange, and custom connectors, ensuring reliable automation regardless of version or technical limitations.
Running SharePoint across multiple sites, departments, or entities? Documation supports complex environments with clean data separation, role-based access, and consolidated reporting where required.
Our Web Services Connector enables real-time, bi-directional communication between Documation and SharePoint, keeping data automatically synced across both systems.
See how simple and effective finance automation can be without changing your document management system. Book a tailored demo to explore how Documation integrates with SharePoint.
Documation links seamlessly with SharePoint so invoices, purchase orders, and documents move automatically, with real-time synchronisation for accurate, compliant records.
Connect Documation securely to SharePoint Online or on-premise servers, whether your environment is cloud-based, local, or hybrid.
Automate core finance tasks in SharePoint, from invoice capture to approvals and reporting, with built-in intelligence and full process visibility.
Get up and running in just a few weeks, with our team handling setup, testing, and deployment to minimise IT workload.
Most SharePoint integrations are delivered 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.
The integration uses Microsoft-approved APIs and secure communication protocols. Role-based permissions, encryption, and full audit trails keep your data protected and compliant at all times.
Integrating Documation with SharePoint centralises finance documents, improves collaboration, and strengthens process control. Reduce manual work, speed up approvals, and gain full visibility across your financial operations within your existing Microsoft 365 environment.
