> For the complete documentation index, see [llms.txt](https://support.emsigner.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.emsigner.com/apps-and-integrations/platform-integrations/microsoft-sharepoint/pre-requisites-and-permissions-setup.md).

# Pre-requisites and permissions setup

### Pre-requisites and permissions setup

#### 1.Create a Client Secret (App Secret)

* Go to **Settings** in emSigner → **Integrations & Automation** → **Manage Connected Applications** → **Create App** → Provide an App name & generate secret key. 

<figure><img src="/files/4J4Ok5NnfL2n5r6WM3wD" alt=""><figcaption></figcaption></figure>

#### **2.Set Up SharePoint Environment**

Create the required **site**, **document library**, and **source/destination folders** where documents will be uploaded and stored.

<figure><img src="/files/hQD2AQysnctZrAPBn47k" alt=""><figcaption></figcaption></figure>

#### **3.Prepare emSigner Template**

Ensure a fixed form template is available in your emSigner account with defined signature fields and workflow rules. If no fixed form template exists, you can create one from the **Templates** section in the left panel of the Dashboard.

<figure><img src="/files/i0x8uzora7yYyTNpxjSJ" alt=""><figcaption></figcaption></figure>


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