Overview
Connect your Microsoft document sources to import content into Forge.
Connection type: Content provider
Authentication method: Microsoft OAuth
How to Connect OneDrive / SharePoint
- Go to Settings > Tools.
- In the Content providers section, click Connect next to OneDrive / SharePoint.
- Authenticate with your Microsoft work account.
- Select the folders or SharePoint sites to sync.
Usage with Coaches
OneDrive and SharePoint documents are synced and available as content source for coaches.
Manage the Connection
- Sync status — Check the last sync time.
- Refresh — Trigger a manual sync.
- Edit — Change connection settings.
Remove the Connection
- Go to Settings > Tools.
- Find the OneDrive / SharePoint connection and click Delete (trash icon).
- Confirm the deletion in the confirmation dialog.
What happens when you disconnect:
- Documents imported from OneDrive / SharePoint are removed from the knowledge base of all coaches that were using them and are deleted from the Forge index.
- Ongoing conversations are not immediately affected, but the coach will no longer be able to cite these documents in future sessions.
- Data: Content indexed by Forge from OneDrive / SharePoint is deleted from Forge servers upon disconnection. The original files remain untouched in your Microsoft account.
- You can reconnect OneDrive / SharePoint at any time by repeating the connection procedure.
Revoking access from Microsoft: In addition to removing the connection in Forge, you can revoke the authorization from your Microsoft account: account.microsoft.com > Privacy > Apps and services, then remove Forge's access.