---
title: SharePoint Integration Guide
description: The SharePoint integration allows RocketDocs users to link their projects from RocketDocs to SharePoint, thereby enabling RocketDocs users to access the…
---
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# SharePoint Integration Guide
## The SharePoint integration allows RocketDocs users to link their projects from RocketDocs to SharePoint, thereby enabling RocketDocs users to access the proposal from both RocketDocs and SharePoint. The SharePoint connector also enables RocketDocs users to utilize the coauthoring feature, which enables users to work on a project simultaneously in Word/Excel, in the desk top version of Word/Excel.
### Logging in to SharePoint
1\. Upon login to RocketDocs, Core Administrator/Writer users will see the SharePoint icon in the upper-right corner of the screen.
2\. Click the SharePoint icon and enter your SharePoint credentials to log in.
### Creating a Project
1\. Click **+** above the Projects Grid to create a new project.
2\. Complete the required fields and follow the prompts in the Create Project side drawer.
3\. Upload your project document to the project.
### Completing Documents
1\. Use RocketDocs features like Parse, Autofill, and GenAI to assist in completing a draft of the document. For more info use this:[**A Guide to Parsing, Autofill and GenAI.**](https://support.rocketdocs.com/en-us/knowledgebase/wiki/spaces/rdsd/pages/2388426753/aguidetoparsingautofillandgenai?hsLang=en-us)
2\. Click the Project Summary Page hyperlink to review project details and progress.
### Sending Documents to SharePoint
1\. After completing the document with Parse/Autofill/GenAI, click the SharePoint icon next to the document you want to upload.
2\. A file selector will appear. Choose the desired folder or location in your SharePoint site.
3\. Click Send to upload the document to SharePoint.
### Opening & Collaborating on Documents
Once uploaded to SharePoint, open the document by:
- Clicking the SharePoint button next to the document in RocketDocs
- Navigating directly to the document within your SharePoint site.
Documents open in Word Online or Excel Online.
To work in the desktop version of Word or Excel follow these steps:
1\. Click the Editing button at the top-right corner of the document.
2\. Select Open in Desktop App.
3\. Log in to LaunchPad by clicking the RocketDocs icon in the right-hand panel of Word or Excel.
4\. ⚠️**After completing your edits, click the ‘Upload’ button in LaunchPad to save changes.⚠️**
---
#### 📋Notes:
- Team members can collaborate in real time in Word and Excel, in the desk top version or online, as long as all changes are uploaded back into RocketDocs via the LaunchPad.
- The SharePoint integration allows users to save their project documents on their SharePoint site in addition to the RocketDocs cloud.
- Each user is able to save projects anywhere on SharePoint that they have permissions to do so.
---
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