Insert a document from SharePoint

Insert Pages

For sure in some documents you want to insert some extra information. E.g. if you print invoices it can be wishful to insert a document with your sales conditions.
To insert a file from SharePoint select in the tab [Channel configuration] of the Profile dialog the button [Insert Pages].
To insert a new page from SharePoint select the [Active] checkbox. When clicking the [Add] button you will have to choose your source type.
Please select [Choose one or more existing documents].


Now, you can change the [Path type] to the value SharePoint.
Click on the button [Modify] to specify the connection to the SharePoint site. E.g. http://mysharepointsite If necessary you can use credentials.


Click in the dialog SharePoint options on the tab [Document library] and the button […]. Here you can select an existing library which is available for you of your SharePoint site.If folders are available, select eventually a folder.


Select in the file list a specific file.
If want to insert a document in a dynamic way e.g. by a recognition value or by regular expression, you don’t have to select at that moment a specific file.
Close the SharePoint options window and make your file selection in the field [Filename (filter)] of [Filename (regex)] which is a choice of the appropriated checkbox.
Both methods can result in a selection of one or more pages to insert. Click on [OK] the close the dialog.