> ## Documentation Index
> Fetch the complete documentation index at: https://docs.superoffice.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to configure settings in SuperOffice Settings and maintenance

> How to configure document templates for SharePoint Documents

The configuration in Settings and maintenance is point-and-click. This part is primarily to select the values already created in the first part.

## SuperOffice Settings and maintenance

You select your document library in **Settings and maintenance** > **Preferences** > **Document library**:

![SuperOffice Settings and maintenance document library - Location -screenshot][img9]

* Default is *SuperOffice document library*, and you can change that to SharePoint.
* During configuration of your new document library, Settings and maintenance will show an intermediate state.
* When you are finished and have confirmed that you will use SharePoint, the state in Settings and maintenance changes to *Microsoft SharePoint Online*.

<Note>
  It will be possible to change some of the settings in the Wizard later.
</Note>

## Five-step configuration wizard

![Microsoft SharePoint Online wizard header -screenshot][img1]

* Each of these steps must be filled in completely before you can move to the next step. The **Next step** button is disabled until you have finished the step.
* If **Next step** is disabled, use the **Save and Close** button to save your settings so far and return to finish the configuration later.
* The **Previous step** button takes you back one step.
* Click **Discard changes** to cancel your edits.

## Step 1 - CRM compatibility

First, we run a set of validation test.

**Microsoft-login only:**

* For your integration to work properly, we support only users with Microsoft login. Users from other vendors / password login will not be able to create, edit, or delete documents, and that will cause problems.

* If not successful, this test will cause an error and you will not be allowed to proceed with the configuration.

  <Note>
    If you need temporary access from consultants, those users must be set to former employees during configuration.
  </Note>

**User names:**

* We check that all users belongs to the same Microsoft domain. If they do not, that could cause issues when applying permissions to or creating SharePoint documents.

* If unsuccessful, this test will cause a warning with information, but you will still be able to proceed with the configuration.

![Microsoft SharePoint Online wizard CRM compatibility check -screenshot][img3]

## Step 2 - Sites and folders

### SuperOffice documents - location, folders and filenames

* **Site in SharePoint:** Choose your site from the dropdown. You must have permission level Owner to be able to select a site.

* **Document library:** Select from the drop-down.

* **Folder structure:** You can select between User group, Author, Template type, Company name, and Project. You can also organize the folders in Yearly subfolder.

* **File name:** Select between Heading or Heading - Company name.

### SuperOffice document templates

<Note>
  We recommend that you use SharePoint to store your new document templates, then you will be able to use Microsoft 365 online to edit them.
</Note>

* Just select Site in SharePoint and Document library from the dropdowns.

  ![SuperOffice document templates - Location -screenshot][img2]

<h2 id="step-3">
  Step 3 - Document properties
</h2>

Select **SuperOffice documents fields** to transfer as SharePoint document properties.

We recommend that you select all here. These fields will appear as columns in your SharePoint document library.

* Based on these fields you can create views in your SharePoint document library. And you can choose to hide some of these fields there.

  <Note>
    To maintain changes to documents in SuperOffice, we must store the ID of the fields. You can hide these columns in your SharePoint document.
  </Note>

* You can also search and group by these fields in SharePoint.

  ![SuperOffice documents fields -screenshot][img5]

<h2 id="step-4">
  Step 4 - Groups and access
</h2>

![Groups and access -screenshot][img4]

### Confidentiality in SharePoint (Visible for)

Group access on SharePoint documents based on *Visible for* settings.

* If you plan **NOT to use Visible for**, leave this ticked off. Go to the next section.
* If you plan to **use Visible for** (or already do so), tick this checkbox. Follow the next steps.

To to set permissions on documents in SharePoint, the app needs to have *Read Write* permission to selected site. This is a one-time authorization and will include only the site you have selected for your SuperOffice documents.

<h3 id="apps">
  Apps for SuperOffice (system user)
</h3>

To use any app for SuperOffice that interacts with documents (to use *Visible for*, to migrate documents, or have a third-party app that creates documents in SuperOffice), you need to [enable a system user][2]. We recommend you keep this on and go through the authorization.

### Authorize

<Note>
  This requires authorization by a Microsoft 365 Global Administrator. That user must also be in the owner group of the site (needs owner permission to the site to set Read Write permission).
</Note>

1. Press **Authorize** to start the authorization process.

   * If you are a Microsoft 365 Global Administrator, you can authorize now.

   * If not, you must copy the URL and send it to someone with that role in your organization. If you wait for an authorization, you can press **Save and Close** and return to your settings later.

### Map user groups

When the SuperOffice app has been authorized, you can map your SuperOffice user groups to AD-groups within your document library.

All SuperOffice user groups must be mapped before you can move to the next step.

See the [reference of permissions in SharePoint][1] for more information.

![Map your SuperOffice user groups to AD-groups within your document library -screenshot][img7]

## Step 5 - Review and confirm

Read carefully and make sure you have the correct settings. When you are sure, click **Confirm**.

![Review and confirm -screenshot][img8]

<Warning>
  After you have confirmed, **you will not be able to change the Site in SharePoint and Document library settings**.
</Warning>

[1]: ./permissions-in-sharepoint

[2]: ./permissions-app

[img2]: /media/loc/en/integrations/sharepoint-documents/template-location.png

[img3]: /media/loc/en/integrations/sharepoint-documents/compatibility-check.png

[img4]: /media/loc/en/integrations/sharepoint-documents/groups-and-access.png

[img5]: /media/loc/en/integrations/sharepoint-documents/transfer-document-properties.png

[img7]: /media/loc/en/integrations/sharepoint-documents/groups-and-access-ad.png

[img8]: /media/loc/en/integrations/sharepoint-documents/confirm.png

[img9]: /media/loc/en/document/so-admin-document-library.png

[img1]: /media/loc/en/document/sharepoint-config-wizard.png