Automate document processing into SharePoint Online

Yes. Affinda's integration with SharePoint Online connects intelligent document processing directly to your document management workflows. It automatically extracts, validates and organizes data from invoices, contracts, HR documents and compliance files straight into SharePoint libraries. With Affinda, you can centralize document storage faster, eliminate manual data entry and maintain complete visibility over your business documents through a single, automated workflow.

Affinda processes documents from any source - email, direct upload or API - and extracts structured data including metadata, dates, parties, amounts and document properties specific to your needs.

Once extracted and validated, this data automatically populates SharePoint libraries with organized metadata and tags. Documents like invoices, contracts and compliance files are stored with searchable properties, making retrieval instant and audit trails complete.

You can configure custom folder structures, apply validation rules in plain language or trigger SharePoint workflows based on document type or extracted values.

Affinda processes and extracts data from any document type, including:

• Invoices, receipts and purchase orders
• Contracts, agreements and renewal documents
• HR forms, onboarding documents and employee certifications
• Compliance forms, regulatory filings and audit reports
• Project files and internal documentation

It works with both digital files and scanned documents, handling any format or layout with advanced OCR and contextual AI to deliver more than 99% accuracy.

No. Affinda supports fully automated document ingestion through our APIs. You have three flexible options for getting documents to Affinda:

• Upload files directly to your Affinda workspace
• Email documents to Affinda or configure automatic email forwarding
• Integrate via API or connect cloud storage systems

Once documents reach Affinda, data is automatically extracted, validated and sent to SharePoint Online - organized with the right metadata, tags and folder structure.

Yes. Affinda lets you set custom validation rules before any data reaches SharePoint Online.

For example, you can configure rules to:

• Detect duplicate contracts or invoices
• Verify compliance document expiry dates
• Validate contract values against approval thresholds
• Ensure required metadata fields are complete

These checks guarantee only clean, compliant data flows into your SharePoint libraries.

Yes. Affinda's platform is built for scale. Whether you're processing a handful of contracts each month or hundreds during peak periods, Affinda handles bulk uploads and automates the entire workflow from extraction to SharePoint storage.

This makes it particularly valuable for legal teams, procurement departments and enterprise organizations managing large contract portfolios across multiple business units.

You can start processing documents in minutes. Affinda's SharePoint Online integration connects quickly and lets you:

• Authenticate securely through Microsoft OAuth
• Configure document libraries, metadata fields and folder structures
• Map extracted data to SharePoint properties
• Begin automating document workflows immediately

For enterprise teams, Affinda provides API access and custom integration support to fit your existing SharePoint environment and business processes.

Absolutely. Affinda follows security standards including ISO 27001:2022, SOC 2 and GDPR for security and compliance. Data is encrypted in transit and at rest, with strict role-based access controls and full audit logging. You can also select region-specific data storage to meet your organization's compliance and data residency requirements.

By integrating Affinda with SharePoint Online, you can:

• Eliminate manual data entry and reduce errors across all document types
• Create a centralized, searchable document repository with instant retrieval
• Accelerate audit preparation and maintain continuous compliance readiness
• Automate contract reviews, HR onboarding and approval workflows
• Gain complete visibility over document status, metadata and data quality