How to use the function

Overview

Extension: By using SPOIntegration, even when managing deliverables in SharePoint, you can review and record comments as if they were stored in a shared folder.

Specifically, you can achieve the following:

• Easily open, edit, and save review files stored in SharePoint.
• Register target deliverables stored in SharePoint as documents.

Please check the following before using this function.

• Ensure that "Lightning Review Settings" is configured beforehand.
• Ensure that there are no issues with "Notes on Use".

From here, we will introduce how to use the SharePoint integration function.

Differences from manipulating review files stored locally

Please refer to "Basic Operation of SharePoint Integration Function".

Registering SharePoint Sites

The following dialogs display documents in a tree structure on SharePoint sites registered in Lightning Review.

• "Add SharePoint Document" dialog
• "Add SharePoint Document Link to Related Links" dialog
• "Open SharePoint Review File" dialog
• "Save As SharePoint" dialog

It is convenient to register frequently used SharePoint sites first using the following method.

Opening SharePoint Review Files

SharePoint review files can be opened in the following ways:

• Open from the "File" - "Open SharePoint Review File" menu
  
• Open using the "Open with App" function from SharePoint
• Click the file synchronized with SharePoint in File Explorer.
• Click the file link (URL).
  

Clicking the link will open a browser.

Click "Open" and then "Open with App" as shown below.

When you open a SharePoint review file, "Synchronizing with SharePoint" will be displayed in the title bar as shown below.

If the above display is not shown, synchronization is not complete.

This is often the case as described in "Notes on Use".

About "Opening SharePoint Review Files"

You can open documents stored on the site by selecting them from the tree displayed in the dialog box.

You can search in the search box as follows:

Input	Search Target	Pre-registration of Sites
SharePoint URL	Cross-site	Not Required
Keywords such as File Name	Selected Site	Required

Keyword Search Target

Basically, the search is performed using partial matching of the entered keywords, but please use the following cases as a reference only.

• Targets strings contained in folder names
  
• Searches may not be performed depending on the display order

Saving Review Files to SharePoint

Saving New Review Files

By selecting the "File" - "Save As to SharePoint" menu, you can save review files directly to SharePoint.

This eliminates the need to save locally first and then manually upload to SharePoint.

For more details, please refer to the video below.

Updating an Existing Review File

When "Syncing with SharePoint" is enabled, clicking the save button will automatically upload the saved content to SharePoint.

• Saving can be done using the same operation as when the review file is stored in a shared file.
  
• Because it merges automatically, even with simultaneous editing by multiple people, you can use the SharePoint review file without reverting to an earlier version.

See the video below for details.

Adding SharePoint Artifacts to a Document

Added SharePoint artifacts can be added to the document using the following method.

• Add via the "Add SharePoint Document" button (red box in the image below) in the outline tree.

For details, please refer to the video below.

• Set the SharePoint URL where the target artifact is stored in the document's related links.

• Drag and drop the file from Explorer.
  

• The target Explorer must be synchronized with SharePoint.

• By performing outline analysis or opening a file from the outline, the related links become SharePoint URLs.
  

Example: The file path directly under the synchronized C drive becomes a SharePoint URL through outline analysis or jump.

This allows other users to access the same file.