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ConnectorsDocuments

SharePoint

Available

Put shared documents to work.

Use relevant SharePoint information alongside process and system data to support the operational question your team needs to answer.

  • reads
  • moves
  • publishes
SharePoint
Feeding recordsBR-0412Certificates0091SOPsCell cultureFoldersSite A
In the Context LayerBatch BR-0412
From SharePoint
Procedure
Cell culture SOP, in force
Folder
Site A batch records
From Document Intelligence
Feed 3
11:40, planned 09:00
Feed lot
2231-B
Document IntelligenceBR-0412 feeding record, in SharePoint
The connection

What the connection makes available.

  1. 01

    Reads the libraries you name

    Files, folders and list items in the sites you choose, read where they sit. Nothing is migrated.

  2. 02

    Follows every new version

    A change is picked up as it lands, and each result points to the version of the file it came from.

  3. 03

    Honors SharePoint access

    People see a result only when SharePoint lets them open its file. Access is granted one site at a time.

  4. 04

    Reads scans and PDFs

    Batch records and certificates kept as scans or PDFs are read by Document Intelligence, page by page.

Plan the connection

Plan the connection around the work.

Review what the connection reads, the information your team needs, and the access the job requires.

KindDocuments
StateAvailable
Doesreads
DirectoryConnectors directory
Prepare for setup

Identify the source and the people responsible.

  1. 01The source to discussIdentify the SharePoint location and the information relevant to the job.
  2. 02The source ownerBring the person responsible for the content and its access requirements.
  3. 03The operational questionDefine what your team needs to investigate or prepare using that information.
Information scope

The information available through this connection.

Use this information to build operational context, with pointers to its original sources.

  • 01

    Feeding records

    BR-0412, BR-0415 and BR-0421

  • 02

    Certificates

    0088 and 0091, one per lot

  • 03

    SOPs

    Cell culture and harvest, in force

  • 04

    Folders

    Site A's batch records

  • 05

    List items

    The P-14 tracker, batches by lot

  • 06

    Files

    PDFs, scans and Word files

  • 07

    Versions

    The version each record was read at

  • 08

    Metadata columns

    Batch, lot and site, as tagged

Questions

Questions about SharePoint.

Discuss the information you need and how your team will use it.

Book a Demo
Book a demo

Turn time spent finding information into time spent moving forward.

Bring the job you want to move forward and the records you'd like connected. Thirty minutes on how Katalyze would do the work, and where your experts come in.

Or, just a quick chat to run through the product, your call.