Save, Share, and Collaborate Using Microsoft SharePoint^®

Save Diagrams to SharePoint

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

Using Shared Folders

You can see and access all your files and folders from SharePoint by clicking on Documents and then selecting the SharePoint tab at the top.

You can even search just files stored on SharePoint using the search tool.

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.

Set Saving Preferences on the Admin Level

An enterprise 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.

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.

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.