How to Integrate Your Form with SharePoint

Jotform makes it easy to connect your forms with Microsoft SharePoint so your submissions are sent directly to the folders you select. With this integration, submission PDFs and file uploads are automatically uploaded, keeping everything organized in one place.

This setup helps you manage, store, and share your form data more efficiently so your team stays in sync effortlessly.

Whether you’re creating a new form or updating an existing one, you can integrate your form with SharePoint in a few easy steps. Here’s how to do it:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
2. Then, in the menu on the left, click on Integrations.
3. Now, search for Microsoft SharePoint, and click on it.

4. Next, in the Microsoft SharePoint section, click on Authenticate and log in to your Microsoft SharePoint account.

5. Now, if you’ve logged in before through one of your other forms, select that Microsoft SharePoint account from the Dropdown menu and then click on Authenticate. 
6. Or, to use a different one, click on Use Another Account.

7. Now, on the Microsoft SharePoint Settings page, click on the Downward Arrow icon in the Site Dropdown menu and select your SharePoint site.
8. Then, in the Folder section, click on Select.

9. Now, in the Integration Picker window, select the folder you want the files from your form to go into. For example, the Client Intake Form folder.
10. Then, click on Select at the bottom of the page.

11. Now, to keep things organized, you can set up these things:
    • Create a Subfolder for Each Submission — Toggle this on to automatically create a separate folder for each form submission.
      • Folder Name — Specify the name of the subfolder for each submission. This field is available only when Create a Subfolder for Each Submission is turned on.
    • Submissions PDF —  Select the PDF document that will be generated and saved for each submission.
    • Upload Fields — Select the file upload fields whose files you want to save in SharePoint.
12. Finally, click on Save, and you’re done.

13. Now, you’ll see the list of actions you’ve set up and the Add New Action button on the main page.

14. Hover your mouse over an action and click on the Pencil icon to edit it or the Three Dots icon to access these other options:
    • See Action Logs — View successful and failed runs, helpful for troubleshooting.
    • Rename Action — Change the action’s title.
    • Disable Action — Temporarily stop the integration from sending data.
    • Delete Action — Remove the action from your form.

And that’s it for integrating your form with SharePoint. Once set up, your submissions will automatically be saved to your selected folder. Each submission may include a PDF file, uploaded files, and an optional subfolder.