Save, Share, and Collaborate Using Microsoft SharePoint®

You can easily connect SmartDraw to Microsoft SharePoint in just a few clicks and save files to your instance. Once connected, you can also create and open SmartDraw files directly from SharePoint without leaving the familiar Microsoft ecosystem.

Connect SmartDraw to Microsoft SharePoint

  • On the home screen of the template dialog, click on Add Service in the left panel and choose Microsoft SharePoint.
  • You will be prompted to login to your SharePoint account.
  • Agree to let your SmartDraw connect to your SharePoint by clicking "Allow".

A quick overview of permissions used by SharePoint:

  • - Allows reading of read-only files when the user has read-only access.
  • Files.readwrite - Allows saving and retrieving files when user has read/write access to file.
  • Offline_access - Allows us to use the Microsoft provided access token to update list of SDR files in the background. This allows the user to see updated content when they access folders from SmartDraw.
  • Sites.Read.All - Core privilege that lets us check what sites a user has access to and display files from those sites. It is required for us to do anything with SharePoint via an API.
Add SharePoint

Save Diagrams to SharePoint

You can now save any diagram to SharePoint using Save As in the File tab.

Save as SharePoint

Using Shared Folders

All shared folders from SharePoint will be available and inherit the permissions set by SharePoint.

You don't have to worry about setting up your system in SmartDraw's environment, just continue working with what you've already set up.

Shared folders will be marked in blue, so you know anything saved to those folders will be shared with.

Shared folders SharePoint

Set Saving Preferences on the Admin Level

A site license admin can restrict the saving preferences and connected allowed third party solutions for the entire license.

This means you can easily set the default location every user saves to as SharePoint. You can even prohibit your users from saving anywhere else.

To do so, login to your account, and select Document Control.

SmartDraw is the default storage selection for all licenses. To switch it, bring up the drop down menu for Default and select Microsoft SharePoint. You can also go one step further. Instead of just setting your preference as the default, you can restrict all other storage options by toggling them to the off position. Leave only SharePoint selected.

SmartDraw gives you peace of mind that your team will work in the secure environment of your choice.

Document control SharePoint

Open SmartDraw Files from SharePoint Directly

Once SmartDraw is connected to SharePoint, you can open any SmartDraw files stored on your SharePoint instance directly. Clicking on a SmartDraw file will open SmartDraw in a new tab. Any changes and edits will be saved back to SharePoint.

Open files SharePoint

Create Diagrams Directly from SharePoint

Once SmartDraw is connected to SharePoint, you can create a new SmartDraw document directly from SharePoint without first opening SmartDraw. Click the New menu and select SmartDraw. This will open the SmartDraw app in a new tab.

Create files SharePoint

Learn More About SmartDraw's Integration with Microsoft Tools

Learn More
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