SharePoint File Storage
SharePoint integration allows you to store all project files directly in your company's SharePoint site instead of local storage. Files remain accessible through Readybuild while also being available in SharePoint and Microsoft Teams.
Benefits
- Centralized storage - All files in your existing SharePoint infrastructure
- Microsoft Teams access - Access project files directly from Teams
- Advanced sharing - Use SharePoint's sharing and collaboration features
- Compliance - Meet your organization's data governance policies
- Version history - SharePoint's versioning for all project files
Setting Up SharePoint
Step 1: Connect SharePoint
- Go to Settings > Integrations > Microsoft 365
- Find the Microsoft SharePoint File Storage card
- Click Connect
- Sign in with your Microsoft administrator account
- Grant permissions for SharePoint access
Step 2: Select a Site
After connecting:
- Choose your SharePoint Site from the dropdown
- Select the Document Library (Drive) where files will be stored
- Choose a Root Folder for Readybuild files
- Click Save Configuration
Configuration Options
| Setting | Description |
|---|---|
| Site | The SharePoint site where files will be stored |
| Document Library | The document library (drive) within the site |
| Root Folder | The folder that will contain all Readybuild project folders |
How SharePoint Storage Works
Once configured:
- All new project files upload directly to SharePoint
- Files are organized in folders matching your project structure
- Users access files through Readybuild's file manager as usual
- Files are also accessible directly in SharePoint
Folder Structure
Readybuild creates project folders in your selected SharePoint location:
[Root Folder]/
├── Project-001/
│ ├── Documents/
│ ├── Photos/
│ └── Contracts/
├── Project-002/
│ ├── Documents/
│ └── Photos/
└── ...
Folders are created automatically when files are uploaded to a project.
Important Considerations
Enabling SharePoint does not migrate existing files. Files already stored in Readybuild remain in their current location. Only new uploads go to SharePoint.
Do not switch to SharePoint without planning:
- Existing files stay in local storage
- New files go to SharePoint
- You may end up with files in two locations
Contact Readybuild support for migration assistance.
Before Enabling SharePoint
- Inventory existing files - Know what's already stored
- Plan migration - Decide whether to migrate existing files
- Choose the right site - Select a SharePoint site with appropriate permissions
- Communicate with users - Let your team know about the change
Troubleshooting
SharePoint Connection Failed
Causes:
- Insufficient SharePoint permissions
- SharePoint not enabled for your organization
- Authentication issues
Solutions:
- Verify you have access to the SharePoint site you're trying to connect
- Check with your IT administrator that SharePoint is enabled
- Ensure you're signing in with the correct Microsoft account
- Try a different browser or incognito mode
Files Not Uploading
Check these items:
- Configuration complete - Site, Drive, and Root Folder must all be selected
- Write permissions - Verify you have write access to the SharePoint location
- File size - Check that the file doesn't exceed SharePoint limits (default: 250GB per file)
- File name - Remove special characters that SharePoint doesn't support
SharePoint File Name Restrictions
SharePoint does not allow certain characters in file names:
" * : < > ? / \ |- Names starting or ending with spaces
- Names ending with a period
- Reserved names like
CON,PRN,AUX, etc.
If a file upload fails, check the file name for these restrictions.
Cannot Find SharePoint Site
If your SharePoint site doesn't appear in the dropdown:
- Verify you have at least read access to the site
- Ensure the site exists and hasn't been deleted
- Check that the site is a standard Team Site or Communication Site
- Contact your SharePoint administrator
Files Appear in Wrong Location
If files aren't appearing where expected:
- Review the Root Folder configuration
- Check you're looking at the correct Document Library
- Verify the project folder was created properly
SharePoint Limits
Be aware of SharePoint's storage and file limits:
| Limit | Value |
|---|---|
| Maximum file size | 250 GB |
| Path length | 400 characters |
| Files per library | 30 million items |
| Site storage | Varies by plan |
Most organizations won't hit these limits, but they're worth knowing for large implementations.
Security and Permissions
How Permissions Work
- SharePoint permissions are separate from Readybuild permissions
- Users need SharePoint access to view files directly in SharePoint
- Readybuild file access is controlled by Readybuild project permissions
- Files uploaded through Readybuild inherit the document library's default permissions
Best Practices
- Use a dedicated SharePoint site for Readybuild files
- Configure SharePoint permissions to match your organization's needs
- Consider using SharePoint groups for managing access
- Enable versioning in the document library
Frequently Asked Questions
Q: What happens to existing files if I enable SharePoint?
A: Existing files remain in their current location. Only new uploads go to SharePoint. Contact support for migration assistance.
Q: Can I connect to multiple SharePoint sites?
A: No, Readybuild connects to one SharePoint site per company. Choose a central location for all project files.
Q: Can users access files through SharePoint directly?
A: Yes, if they have SharePoint permissions. Files stored in SharePoint are accessible through SharePoint's interface, Microsoft Teams, and OneDrive sync.
Q: What if I want to stop using SharePoint?
A: Contact Readybuild support before disconnecting. Files in SharePoint will remain there but won't be accessible through Readybuild after disconnection.
Q: Does SharePoint integration affect file performance?
A: File operations may be slightly slower than local storage due to network communication with SharePoint. For most use cases, this is not noticeable.