Enterprise-grade document management for form submissions. Connect Paxform with SharePoint to automatically populate document libraries, trigger workflows, and maintain comprehensive compliance records.
Build By
Sharepoint
Visible On
Paxform
Pricing
Free and paid subscriptions available
Supported Languages
English, French, German, Japanese, Portuguese, Spanish
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The Paxform Microsoft SharePoint integration provides enterprise-level document management for form submissions, automatically uploading completed forms and attachments to SharePoint document libraries while respecting your organization’s information architecture, content types, and metadata requirements. This integration enables sophisticated workflow automation and compliance tracking that large organizations require.
This integration is critical for enterprises standardized on Microsoft 365 that need form data integrated into SharePoint’s robust content management system. Whether you’re managing contracts, compliance documentation, project files, or client records, the SharePoint integration ensures form submissions are properly categorized, searchable, and available through your organization’s existing SharePoint structure.
- Connect to SharePoint
Authenticate Paxform with your SharePoint environment using Microsoft OAuth. Select which SharePoint sites and document libraries Paxform can access for form integration.
- Configure Document Libraries
Map forms to specific SharePoint document libraries. Define content types, required metadata fields, and folder structures that align with your information architecture.
- Set Up Metadata Mapping
Map form fields to SharePoint columns and metadata properties. Ensure proper classification, searchability, and compliance tracking through accurate metadata population.
- Automatic Upload & Workflow
When forms are submitted, Paxform uploads documents to SharePoint with complete metadata, triggers configured workflows, and maintains your organization’s document management standards.
Contract Lifecycle Management
Manage contract execution from signature through storage and renewal tracking in SharePoint.
- Upload signed contracts to SharePoint contract libraries automatically
- Populate metadata including contract type, parties, effective dates, and values
- Trigger SharePoint approval workflows for contract review
- Enable contract search by vendor, date range, or contract value
- Set alert reminders for contract renewal dates
- Maintain version history for amended contracts
- Track contract status through lifecycle stages
Regulatory Compliance Documentation
Maintain audit-ready compliance records in SharePoint with proper classification and retention.
- Store compliance submissions in dedicated SharePoint compliance libraries
- Apply retention labels automatically based on regulatory requirements
- Populate compliance metadata (regulation type, submission date, status)
- Enable eDiscovery for regulatory examinations
- Implement information management policies for document lifecycle
- Maintain audit trails through SharePoint logging
- Support legal hold requirements for investigations
Project Documentation Repository
Centralize project-related documents from forms into SharePoint project sites.
- Upload project proposals to SharePoint project libraries
- Organize documents by project phase and document type
- Link form submissions to project tasks and deliverables
- Enable project team collaboration on form-collected documents
- Track document approval status through SharePoint workflows
- Maintain project document version control
- Archive completed project documentation systematically
Human Resources Information Management
Manage employee documentation through SharePoint HR portals with appropriate security.
- Store employee onboarding documents in personnel libraries
- Separate sensitive HR documents by access level and classification
- Populate employee metadata for searchability and reporting
- Trigger HR workflows for document approval and processing
- Maintain compliance with employment record retention requirements
- Enable secure employee self-service access to personal documents
- Support HRIS integration through SharePoint connections
Quality Management Systems
Maintain ISO-compliant quality documentation in structured SharePoint libraries.
- Upload quality control forms to QMS document libraries
- Apply document control metadata (document number, revision, approval status)
- Trigger quality review and approval workflows
- Maintain controlled distribution of quality documents
- Track non-conformances and corrective action requests
- Support quality audit requirements with comprehensive documentation
- Implement document retention per quality standards
Legal Matter Management
Organize legal case files and client documentation in matter-specific SharePoint sites.
- Create matter-specific document libraries from new case intake forms
- Store client agreements, pleadings, and correspondence centrally
- Apply matter codes and client identifiers as metadata
- Implement information barriers for conflict prevention
- Enable secure document sharing with external counsel
- Track document production for discovery requests
- Maintain client confidentiality with permission controls
Healthcare Clinical Documentation
Store patient forms and clinical documentation in HIPAA-compliant SharePoint environments.
- Upload patient intake and consent forms to clinical libraries
- Organize documents by patient medical record number
- Apply healthcare-specific metadata (encounter date, provider, document type)
- Implement strict access controls for PHI protection
- Integrate with electronic health record (EHR) systems
- Support HIPAA audit requirements with access logging
- Enable clinical team collaboration with appropriate permissions
Supply Chain & Vendor Management
Maintain vendor documentation and purchase records in organized SharePoint libraries.
- Store vendor applications and qualification documents centrally
- Organize purchase orders and invoices by vendor and date
- Track vendor compliance certificates and insurance documentation
- Enable procurement team access to vendor information
- Trigger approval workflows for purchase requisitions
- Maintain vendor performance documentation
- Support supplier audit requirements with complete records
Connect Paxform to Microsoft SharePoint for enterprise-grade document management, enabling sophisticated workflows, metadata management, and compliance-ready form storage.
- Automatic Event Generation: Create calendar events immediately upon form submission
- Custom Event Titles: Use form fields to generate descriptive event names
- Dynamic Descriptions: Populate event descriptions with submission details and custom text
- Location Mapping: Extract location from form fields or set fixed venue information
- Duration Control: Set event length based on form selections or fixed durations
- All-Day Events: Create full-day calendar blocks for conferences, holidays, or deadlines
- Content Type Association: Assign SharePoint content types to uploaded documents
- Metadata Population: Automatically populate SharePoint columns with form data
- Managed Metadata: Support for SharePoint term store and managed metadata
- Choice Fields: Map form dropdowns to SharePoint choice columns
- Calculated Columns: Work with SharePoint calculated and formula columns
- Custom Columns: Populate organization-specific custom SharePoint columns
- Required Fields: Ensure all required SharePoint metadata is provided
- Column Validation: Respect SharePoint column validation rules
- SharePoint Workflow Triggers: Initiate SharePoint workflows upon document upload
- Power Automate: Trigger Microsoft Power Automate flows from form submissions
- Approval Workflows: Start document approval processes automatically
- Notification Workflows: Send SharePoint notifications to relevant stakeholders
- Custom Workflows: Integrate with organization-specific SharePoint workflows
- Status Updates: Update form status based on SharePoint workflow outcomes
- Multi-Stage Workflows: Support complex, multi-approver SharePoint processes
- Retention Labels: Apply Microsoft 365 retention labels automatically
- Retention Policies: Enforce document retention per organizational policies
- Records Management: Declare documents as records for compliance
- eDiscovery: Support legal holds and eDiscovery requirements
- Information Rights Management: Apply IRM policies to sensitive documents
- Data Loss Prevention: Integrate with Microsoft DLP policies
- Sensitivity Labels: Apply Microsoft Information Protection sensitivity labels
- Version Tracking: Leverage SharePoint’s version control for updated submissions
- Major/Minor Versions: Support SharePoint major and minor versioning schemes
- Version Comments: Add comments explaining document changes
- Version Comparison: Enable comparison between document versions
- Check-In/Check-Out: Support collaborative editing workflows
- Draft vs Published: Distinguish between draft and published documents
- Version Restoration: Roll back to previous versions when necessary
- OAuth Authentication: Secure connection using Microsoft OAuth 2.0
- Permission Inheritance: Respect SharePoint folder and library permissions
- Item-Level Permissions: Apply unique permissions to specific documents
- Sharing Controls: Honor SharePoint sharing settings and restrictions
- External Sharing: Configure external access per organizational policies
- Access Requests: Support SharePoint access request workflows
- Audit Logging: Comprehensive logging of all document activities
- Full-Text Indexing: Documents indexed by SharePoint search automatically
- Metadata Search: Enable search by populated metadata fields
- Content Search: Support SharePoint’s advanced search capabilities
- Search Refiners: Populate refiners for filtered search results
- Promoted Results: Configure important documents as promoted search results
- Cross-Site Search: Enable search across multiple SharePoint sites
- Mobile Search: Documents discoverable through SharePoint mobile search
- SharePoint Online: Full support for Microsoft 365 SharePoint Online
- SharePoint Server: Compatible with on-premises SharePoint installations
- Hybrid Environments: Support mixed online and on-premises deployments
- API Version Support: Compatible with modern SharePoint REST APIs
- Classic vs Modern: Work with both classic and modern SharePoint experiences
- Multi-Tenancy: Support multiple SharePoint tenants for complex organizations
- PDF Generation: Create formatted PDFs with SharePoint-compatible properties
- Office Document Creation: Generate Word, Excel documents directly to SharePoint
- Image Optimization: Process images for optimal SharePoint storage
- File Size Management: Handle large files per SharePoint size limits
- Batch Upload: Upload multiple files efficiently in batch operations
- Thumbnail Generation: Create document previews for SharePoint display
- Format Conversion: Convert documents to SharePoint-compatible formats
- Office Online Integration: Enable in-browser editing of form documents
- Real-Time Co-Authoring: Support simultaneous editing when applicable
- Comments & Feedback: Preserve form comments in SharePoint
- @Mentions: Support SharePoint @mention functionality in documents
- Activity Feed: Contribute to SharePoint activity and news feeds
- Team Site Integration: Work seamlessly with SharePoint team sites
- Hub Site Support: Connect to SharePoint hub sites appropriately
- List Item Creation: Create SharePoint list items from form submissions
- Custom Lists: Populate organization-specific SharePoint lists
- Document Library Lists: Maintain list views of uploaded documents
- Calendar Integration: Add form dates to SharePoint calendar lists
- Task List Updates: Create or update SharePoint task list items
- Announcement Posts: Create SharePoint announcements for form events
- Page Embedding: Embed form links in SharePoint pages
- SharePoint Mobile: Documents accessible through SharePoint mobile apps
- Microsoft Teams: Access form documents directly in Teams
- OneDrive Sync: Enable document sync via OneDrive for Business
- Office Mobile Apps: Edit documents in Office mobile applications
- Offline Access: Mark critical documents for offline availability
- Push Notifications: Receive mobile notifications for form document activities
- Microsoft Teams: SharePoint documents available in Teams channels
- Power BI: Feed form data to Power BI dashboards via SharePoint
- Dynamics 365: Connect SharePoint documents to Dynamics records
- Azure Services: Leverage Azure for advanced processing workflows
- Third-Party ECM: Support for third-party enterprise content management systems
- Legacy Systems: Bridge to legacy systems through SharePoint services
- Upload Status Dashboard: Real-time visibility into document upload status
- Error Reporting: Detailed error messages for failed uploads
- Activity Reports: Generate reports on form document activity
- Storage Analytics: Monitor SharePoint storage consumption
- Performance Metrics: Track upload speed and reliability
- Health Monitoring: Dashboard showing SharePoint integration health
- Admin Notifications: Alert administrators to integration issues
- Compliance Center: Integrate with Microsoft 365 Compliance Center
- Audit Reports: Generate compliance audit reports
- Information Barriers: Respect SharePoint information barriers
- Conditional Access: Support Azure AD conditional access policies
- Multi-Geo: Store documents in appropriate geographic regions
- Sovereignty Requirements: Meet data residency requirements
- Regulatory Templates: Support industry-specific compliance templates
