--- title: "dox42 for SharePoint" slug: "dox42-for-sharepoint" description: "Generate documents in SharePoint Online with no coding. Easily add buttons to libraries/lists and automate with a single click." tags: ["concept", "SharePoint"] updated: 2026-11-04T10:51:26Z published: 2026-11-04T10:51:26Z canonical: "help.dox42.com/dox42-for-sharepoint" stale: true --- > ## Documentation Index > Fetch the complete documentation index at: https://help.dox42.com/llms.txt > Use this file to discover all available pages before exploring further. # dox42 for SharePoint The SharePoint data source in dox42 allows users to access and utilize data from all across Microsoft SharePoint. This basic data source is included with the dox42 Add-In installation. Users can create dynamic documents featuring tables, charts, images, and more, which can be saved in multiple formats, including PDF and M365 files. The SharePoint Online App enhances this functionality by enabling direct document generation from SharePoint Online without the need for programming. The App is also available as part of the basic service license module. ## SharePoint Data Source With the SharePoint data source you can connect SharePoint lists and libraries directly to your dox42 templates. > [!NOTE] > Note > > The SharePoint data source is a basic data source which is automatically provided with your dox42 Add-In installation. **Useful information about Microsoft SharePoint** Microsoft SharePoint is a web-based document management platform. Organizations can store, share, and access information securely. It‘s often used for corporate intranets, enabling collaboration, archiving, and project management. Microsoft SharePoint can be used either as a cloud-based subscription service hosted by Microsoft (SharePoint Online) or as an on-premises version installed on your own servers (SharePoint Server). **Requirements for using the SharePoint Data Source** - [You have installed the desired dox42 Add-In(s).](/help/docs/installing-a-dox42-add-in) The SharePoint data source can be used with both dox42 Server (on-premises) and dox42 Online (cloud). When using dox42 Server: - [You have installed the dox42 Server](/v1/docs/installing-dox42-server-on-a-windows-server) When using dox42 Online: - [You have registered dox42 in Microsoft Entra ID](/v1/docs/registering-the-dox42-app-in-azure-ad) - [You have configured the dox42 app registration in Microsoft Entra ID](/v1/docs/configuring-the-dox42-app-registration-in-azure-ad). - [You have configured dox42 Online](/help/docs/configuring-dox42-online) **Quick start guide for using the SharePoint Data Source** Have a look at the requirements for using the data source. Then: 1. [Create a document template](/help/docs/creating-a-document-template) 2. [Create a data map](/help/docs/creating-a-standard-data-map) 3. [Add a SharePoint data source to your data map](/help/docs/connecting-a-sharepoint-data-source) 4. [Design your template](/help/docs/inserting-data-fields) 5. [Generate your document](/help/docs/generating-a-document-for-testing) ## SharePoint Online App In addition to the SharePoint data source, there is also the SharePoint Online App. With the SharePoint Online App, dox42 can be integrated into SharePoint Online. The App enables you to generate one or many documents directly from **SharePoint Online**. This integration to SharePoint Online is a basic module for dox42. The SharePoint Online App - enables you to use dox42 document automation within SharePoint Online without the need for scripting or programming. - provides you with an interface to easily configure dox42 web service calls and lets you integrate them as clickable buttons within your chosen SharePoint libraries or lists. Adding or editing dox42 calls makes it possible to quickly implement changes. - allows you to easily create your own dox42 buttons and generate documents right from your SharePoint Online libraries or lists with a single click. > [!NOTE] > Important > > - With the SharePoint Online App, dox42 can be integrated into SharePoint Online. > - The app does not work for SharePoint on-premises. > - To integrate dox42 into SharePoint on-premises, see [Integrating dox42 into SharePoint on-prem with SharePoint Designer](/help/docs/integrating-dox42-into-sharepoint-on-premises-with-sharepoint-designer). > - Scripting or editing with SharePoint Designer is not necessary for SharePoint Online. **Requirements for using the SharePoint Online App** The requirements for using the the SharePoint Online App are as follows: - You have a SharePoint Online account - You have a dox42 Online tenant - [You finished the Microsoft Entra ID App registration for dox42 Online](/help/docs/microsoft-entra-id-integration) **Quick start guide for using the SharePoint Online App** Have a look at the requirements for using the App. Then: - [Create a document template](/help/docs/creating-a-document-template) - [Create a data map](/help/docs/creating-a-standard-data-map) - [Add a SharePoint data source to your data map](/help/docs/connecting-a-sharepoint-data-source) - [Design your template](/help/docs/inserting-data-fields) (an empty template with a single data field from SharePoint is sufficient for a test) - [Generate your document from within the Add-In](/help/docs/generating-a-document-for-testing-1) - [Integrate dox42 into SharePoint Online](/help/docs/integrating-dox42-into-sharepoint-online) - Generate your document from SharePoint Online