Add SharePoint as a document management system in Revu

When you add SharePoint as a document management system in Revu, you'll choose between three authentication methods: Web, Azure, and Legacy. Each method handles how Revu connects to your SharePoint site.

Choose an authentication method

If you're unsure which method your organization uses, check with your IT administrator.

Web authentication

Web authentication opens a browser window for login and supports modern authentication protocols.

When to use it:

• You're connecting to SharePoint Online (Microsoft 365).
• Your organization uses modern authentication with multi-factor authentication (MFA).
• You need the most secure connection method.

Azure authentication

Azure authentication integrates with Microsoft Entra ID (formerly Azure Active Directory).

When to use it:

• Your organization uses Entra ID for identity management.
• You need enterprise-level authentication controls.
• Your SharePoint is configured with Entra ID integration.

Legacy authentication

Legacy authentication connects to SharePoint using basic username and password credentials.

Add SharePoint with your chosen authentication method

1. In Revu, go to Revu > Preferences.
2. In the Interface tab, select File Access.
3. Select Add.
4. In the Site field, enter your SharePoint site URL.
5. (Optional) Enter a Site Display Name to identify this connection.
6. (Optional) Enter the Default Library path if you want to start in a specific library.
7. From the Authentication dropdown menu, select your method:
   • Web for SharePoint Online with modern authentication
   • Azure for Entra ID integration
8. (Optional) Enter your Login Name and Password, or leave them blank to be prompted when you connect.
9. Select OK.

Installation

Revu 21

Integration

SharePoint