Enterprise+, Proposal Pro, QPilot Essential
You can connect as many SharePoint Online libraries as you need with QorusDocs.
You can either:
- Connect multiple libraries as one SharePoint Online library Content Source.
- Create multiple Content Sources, each pointing to one SharePoint Online library.
- Use a combination of both approaches.
Before you can connect any SharePoint Online libraries or lists to QorusDocs, you need to have at least 'Contribute' rights to these places in SharePoint Online, and you also need to belong to the QorusDocs Admin role.
In this article you will learn the main steps when creating a new SharePoint Online library content source which are as follows:
1. Add a new SharePoint Online library content source
2. Copy and paste the link to your SharePoint Online site in the connector settings
3. Set any advanced options (optional)
3. QPilot: Enable Content Source
5. Configure Save Locations (optional)
6. Additional Information and FAQs
- Understanding the search options available for SharePoint library content sources
- How to set up search filters for SharePoint library content sources
- What to do if newly added content is not showing up in Search Results
- What to do if your SharePoint library structure changes
Let's get started with the steps.
1. Add a new SharePoint Online library content source
First, you’ll need to log into Hub Central, from the left navigation menu, click on ‘Content Sources’ under ‘Manage’, then click on ‘Add’, to add the ‘SharePoint Online Library’:
2. Copy and paste the link to your SharePoint Online site in the connector settings
On the 'Configure Content Source' screen:
- Give your SharePoint Online Library content source a name.
- Copy and paste the URL for the SharePoint Online site that contains the library or libraries you'd like to connect.
If you don't plan on setting any advanced options, click on the 'Next' button (bottom right) to go to the next step where you will select the SharePoint Online library search locations to add to your new content source.
Also, if you are unsure where to get the URL of your SharePoint site, visit the ‘home’ page of your SharePoint site. You then copy/paste the URL directly from your browser’s address bar.
3. Set any advanced options (optional)
Click on 'Show Advanced Options' to see the options available.
The screen will display the advanced options you can configure:
1. Search location image
By default, QorusDocs displays the SharePoint logo next to SharePoint Online Content Sources in the Search pane.
You can add your own custom image for each Content Source. This can make it easier for users to tell Content Sources apart, especially if your hub has many connected Content Sources.
To do that, click on the box indicated below:
After clicking on the box, select an image from your computer. Note that your image should be 50 pixels by 50 pixels for the best results.
2. Search Type
By default, the Search Type is set to Both Find and Ask, which makes the Content Source available for both the Find and the Ask search experiences. Users can search the Content Source with Find, and they can also select it in Ask when they want to ask a question or enter a requirement in natural language.
- If you want this Content Source to be available for Find only, select Find in the Search Type section.
- When a Content Source is configured as Find, users can search it with Find only.
- When a Content Source is configured as Both Find and Ask, users can search it with Find and select it when using Ask.
For more information about configuring Search Types for SharePoint Content Sources, and how this affects the user experience, click here.
3. QPilot: Enable Content Source
Although QPilot is not a Search Type, this setting controls whether the Content Source is available in QPilot Sources.
Enable this option if you want users to be able to reference this Content Source when prompting QPilot.
You can learn more about Connecting your QPilot Content Source here.
4. Ranking Model
The Ranking Model controls the relevance formula SharePoint uses to score and order documents when QorusDocs queries the library.
The ranking score affects which results appear at the top when users search within this Content Source in QorusDocs.
This is mainly used for general-purpose content libraries without special filtering needs.
5. Content source delimiters
Delimiters are a sequence of one or more characters used to specify the boundary between separate regions of text, like a text placeholder. You can read more about them here.
By default, delimiters are defined at Hub level - meaning that they apply to all content across your QorusDocs Hub, no matter the content source from which the content is served.
Here, you can override the delimiters set at Hub level and enforce content source specific delimiters. The delimiters you specify here are the only ones that will be considered valid for the content served via this content source.
Learn more about How to define Smart Field Delimiters here.
6. PDF Conversion
By default, users can convert certain files to PDF in QorusDocs, including:
- Files that you create using QorusDocs (after clicking on 'create')
- Presentations that you assemble using the QorusDocs Cart
- Files that you attach to emails
If you'd like to prevent files that are served up from this content source from having any PDF conversion options enabled, then you can turn this off here, by unchecking the box:
When you're ready, click 'Next' (bottom right) to move on to the next step.
4. Configure Search Locations
Search locations are the libraries or folders you want to make searchable in QorusDocs. To select search locations, check the boxes next to the libraries and/or folders you'd like to include as part of your content source.
After selecting the search locations, click on 'Finish'. Otherwise, carry on with the step below to add save locations to your content source.
5. Configure Save Locations (optional)
'Save' locations work hand in hand with the QorusDocs Clip, Create and the Cart.
Here again, all you need to do is check the boxes next to the libraries and/or folders you'd like to make available as places that users can choose to save new files to.
Although here we've deliberately picked different libraries for our search and save location, there's nothing preventing you from setting up the same libraries/folders to be both search and save locations.
Then, you can also optionally assign a style template to the save locations that you’ve selected.
Assigning a style template automatically applies all your brand colors, fonts, and styles to the content clipped to these save locations, so that you can be assured that clipped documents are always on brand.
After clicking on ‘Select template’, a new window will pop up (see the screenshot below), prompting you to insert and apply the URL of the SharePoint library where your Word style template is saved (this can be any library and does not have to be one that you’ve selected as a Search or Save location for this content source).
To get the URL where the Word Style is saved, In your SharePoint site, navigate to the library where the style template is saved, and copy the URL (up until and including the folder name) directly from your browser's address bar.
When you click on ‘Save selection’, you’ll be prompted to confirm whether you want to associate this style template with:
- All selected Content Sources across your QorusDocs hub.
- Only this specific Content Source.
Then when you’re done, click ‘Finish’.
For those who need to cater for multiple styles, you can set up a unique Word style template for each Content Source. The Content Source you clip to will then determine what Word style template gets applied.
6. Additional Information and FAQs
Understanding the search options available for SharePoint library content sources
After the SharePoint Online library Content Source has been added, users can work with it in several ways from the Search pane.
The newly added Content Source can be:
- Browsed by clicking the Content Source name.
- Searched using Find.
- Selected in Ask, if the Content Source is configured as Both Find and Ask.
- Filtered using available search filters.
If users have access to QPilot and are using Ask, they may also see an AI answer based on the top results from the Content Source they open.
The newly added content source can be searched using the search box, browsed by simply clicking on the content source name, and also searched with the help of search filters.
You can find in-depth information about search capabilities in this article.
How to set up search filters for SharePoint library content sources
QorusDocs automatically builds up the list of search filters for a content source based on the Managed Metadata columns it finds in the libraries you've connected. So the setup does not actually take place in QorusDocs at all, it takes place in SharePoint itself.
If you've never heard of Managed Metadata, then you might want to check out this article first.
Otherwise, proceed to this article to learn how to create Managed Metadata columns in SharePoint.
You'll want to add the Managed Metadata columns to your SharePoint Online libraries, and then categorize your content by filling in those columns. This is considered best practice and can be key in ensuring that your content remains easy to find, especially when you have a large volume of files and potential search results to wade through.
Once you're done, your custom SharePoint Online library search filters will become available in the QorusDocs search pane along with 2 other filters, the file type and last modified filters as shown below.
What to do if newly added content is not showing up in Search Results
If you recently added new content to a Content Source configured as Both Find and Ask, the content must be indexed before it can appear in Ask results.
QorusDocs indexes content automatically twice per day to keep Ask results up to date.
If you do not want to wait for the next automatic indexing cycle, you can manually index new content to make it searchable sooner.
Content that has not yet been indexed may still be present in the connected SharePoint library, but it may not appear in Ask results until indexing is complete.
To learn how to manually index new content, click here.
What to do if your SharePoint library structure changes
QorusDocs won't automatically pick up any fundamental changes in your SharePoint structure, such as renaming libraries or folders, or adding, deleting or renaming Managed Metadata columns in the libraries connected to QorusDocs. For this reason, you will need to update your content source in QorusDocs, so we can pick up the structural changes you've made in SharePoint.
To do that, click on 'edit' next to the SharePoint Online library content source:
This will take you to the search location setup screen.
If only the Managed Metadata columns changed, you do not need to change the selected search locations. Click Finish and QorusDocs will rebuild the list of custom search filters to include your Managed Metadata column changes.
If libraries or folders were renamed or deleted, update the search and save locations you previously selected.
When you’re done, click Finish.
If you are editing advanced options, the SharePoint Online link is greyed out by default to prevent accidental changes. To modify the SharePoint Online link, click the pencil icon.
After editing the options, a success message will be displayed mentioning the Content Source has been updated.
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