- Upload a finalized contract to SharePoint as part of a PDF e-signature process.
- Back up data tables as XLSX files, then store them in SharePoint.
This action requires a preconfigured SharePoint integration. For more information on integrating Catalytic with other systems, please refer to the Integrations section of our help documentation.
SharePoint has strict requirements for file names, and the following characters are not supported in file or folder names:
" * : < > ? / \ |. If you get an error message like “The file could not be uploaded” or “is not valid”, try changing the file name with actions like File: Rename a file or File: Get file information.
- Choose your team’s integration from the drop-down list
- Identify the name of the file or use a reference field
- Specify the path to the folder that should receive the file. The path should not include the upload drive.
- For example, to upload to a folder “2018” in a “Contracts” Drive, fill out the Folder Path and Upload Drive fields as follows :
- Upload Drive:
- Folder Path:
- Upload Drive:
- 💡 Tip: To send a file to the main page, use
/to select the root folder.
- Specify the SharePoint site, leave this empty to refer to your main Sharepoint page.
- The drive to upload the file to. Leave blank for Shared Documents (Documents) drive.
This action will upload a file to a SharePoint folder and does not have any output fields. Check the SharePoint page to see the uploaded file.
If something’s not working as expected, or you’re looking for suggestions, check through the options below.
This issue is typically caused by an unsupported file name, or an incorrect folder path. SharePoint has strict requirements for file names, and characters like
- are not supported.
If your file name does not have an unsupported character, check that the folder path is correct. To send a file to the main page, use
/ to select the root folder.
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