SharePoint

primedocs integrates directly into Microsoft SharePoint document libraries via a SharePoint app. The app adds a primedocs button to the SharePoint toolbar, allowing users to create documents from primedocs templates and save them straight into the document library.

Overview

Clicking the toolbar button opens the primedocs web application inside SharePoint. After the user selects a template, fills in the form, and confirms, the generated document is saved automatically into the SharePoint document library the button was triggered from.

Prerequisites

• Office 365 / Entra ID (Azure Active Directory) authentication is required. Documents are stored in SharePoint on behalf of the signed-in user.
• The Entra ID App Registration requires the delegate permissions Sites.ReadWrite.All and Files.ReadWrite.All.
• Only web-compatible primedocs templates are supported.

How It Works

1. The SharePoint app is installed via a .sppkg package through the SharePoint Admin Centre.
2. A SharePoint list called primedocsSettings is created in the root of the site, with an entry TemplatePickerUrl pointing to https://{INSTANCE-NAME}/app/web/sharepoint.
3. When the user clicks the toolbar button, the app appends six query parameters to the TemplatePickerUrl so that primedocs can store the document in the correct library.

URL parameters

The app reads the values from the SharePoint page context and passes them to primedocs Web:

Parameter	Value	Meaning
saveLocationSharePointSiteId	GUID	ID of the SharePoint site (site collection) the library belongs to.
saveLocationSharePointSiteName	Display name	Title of the site (display only).
saveLocationSharePointFolderPath	Server-relative sub-path	Current folder relative to the library (library root stripped off). Empty at the library root.
saveLocationSharePointListId	GUID	ID of the document library (SharePoint list).
saveLocationSharePointListName	Display name	Title of the document library (display only).
saveLocationSharePointUrl	Absolute URL (URL-encoded)	Address of the SharePoint library page the button was opened from (used for the "back" link).

To save the document, primedocs uses the three parameters saveLocationSharePointSiteId, saveLocationSharePointListId and saveLocationSharePointFolderPath (storage via Microsoft Graph). The other three (…SiteName, …ListName, …Url) are used for display in the browser only.

Example URL (values truncated):

https://{INSTANCE-NAME}/app/web/sharepoint?saveLocationSharePointSiteId=a1b2c3d4-…&saveLocationSharePointFolderPath=/Contracts/2026&saveLocationSharePointListId=f9e8d7c6-…&saveLocationSharePointSiteName=Legal&saveLocationSharePointListName=Documents&saveLocationSharePointUrl=https%3A%2F%2Fcontoso.sharepoint.com%2F…

Installation

For step-by-step installation instructions, see Microsoft SharePoint App Installation.