SharePoint Integration

SharePoint Document Libraries. Right Where You Work.

Connect a SharePoint site once and your whole team can browse, attach, and upload files without leaving Wizard Application. Signed in with Microsoft, files stay in SharePoint and nothing is duplicated.

Wizard Application
Live connection
SharePoint
Two-Way Browse and Upload
No Copies Files Stay in SharePoint
Professional & Enterprise
Scoped to Your Library

Connect a Site. Choose a Library.

SharePoint is organised into sites and document libraries. An admin connects the site and picks the library your team should work from, so everyone sees exactly the right files.

Step One Pick a Site Search across the SharePoint sites your connected account can reach and select the one you need.
Step Two Choose a Library Pick the document library within that site to use as your source in Wizard Application.
Ready Start Working The library appears in the file picker for everyone, ready to browse, attach, and upload.
What You Can Do

Your Document Library. Fully in Reach.

Everything you would expect from a SharePoint library, available right where you manage files in Wizard Application.

Browse the Whole Library

Step through the folders and files in your selected document library, live and always current.

Attach Files Anywhere

SharePoint is a source in the file picker across records, documents, and the media library.

Upload Straight to SharePoint

Send files from Wizard Application into the library without switching apps.

Create and Organize Folders

Make folders and tidy things up inside the library as you work.

Files Stay in SharePoint

Wizard Application keeps a secure reference, never a copy, so SharePoint stays the single source of truth.

Fast Previews and Downloads

Files open quickly through secure, time-limited Microsoft download links.

Browse and Attach

SharePoint. Right in the Picker.

Whenever you attach a file, your SharePoint library sits alongside the media library as a source. Browse folders, see which site and library you are in, and pick the file you need without opening a new tab.

  • A Source Everywhere SharePoint appears in the same picker you already use across records, documents, and the media library.
  • Full Folder Browsing Move through folders in the connected library live, exactly as they sit in SharePoint.
  • Always in Context The site and library in use stay in view, so everyone knows where files come from.
Attach from SharePoint
Media Library SharePoint SharePoint
Operations Documents
Proposals
Client Files
Statement of Work.docx
Budget 2026.xlsx
No Duplicates

We Link. We Never Copy.

Attaching a file stores a secure reference to it, not a second copy. Your documents stay in SharePoint, and Wizard Application always shows the current version.

Statement of Work.docx SharePoint SharePoint
Linked
A reference, not a copy
Always the latest version
Governance stays in SharePoint
Works Both Ways

Pull In. Push Out.

Files move in both directions between SharePoint and Wizard Application, all within your permissions.

From SharePoint
  • Browse folders in the library
  • Attach files to any record
  • Preview and download in place
To SharePoint
  • Upload files from Wizard Application
  • Create new folders
  • Keep everything tidy as you go
Getting Started

Connected in Three Steps.

1

Sign In with Microsoft

An admin connects SharePoint once using Microsoft sign-in.

2

Pick a Site and Library

Choose the SharePoint site and the document library your team should work from.

3

Browse or Upload

Attach files from the library, or upload from Wizard Application straight into SharePoint.

Secure by Design

Microsoft Sign-In Connects through the Microsoft identity platform with OAuth 2.0. Your password is never shared.
Encrypted Tokens Access and refresh tokens are encrypted at rest and refreshed automatically.
Permission Aware What each person can browse, upload, or delete follows their media library permissions.

Available on Professional and Enterprise

The SharePoint integration is included on the Professional and Enterprise plans.

View Plans

Need an integration we have not built yet?

Tell us which tools you use and we will factor it into the roadmap.

Request an Integration
FAQ

Frequently Asked Questions

An admin connects once from your integration settings using Microsoft sign-in, then picks a site and a document library. The connection is shared, so the whole team can use it wherever files are attached.

An admin selects the site and document library the team works from. You can change which library is connected at any time from your integration settings.

No. Wizard Application stores a secure reference to each file, so your documents stay in SharePoint and always show the latest version. Previews and downloads are served on demand.

Yes. As well as browsing and picking files, you can upload from Wizard Application straight into the library and create folders, subject to your media library permissions.

The SharePoint integration is included on the Professional and Enterprise plans.