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SharePoint integration

SharePoint integration allows you to access documents without manually downloading and uploading.

Workspace folders (hierarchical sync)​

Link a SharePoint folder to your Workspace. The folder structure is preserved, and you can browse and select files directly.

Benefits:

  • Maintains folder hierarchy
  • Real-time access to files
  • No manual download/upload needed

Collection (requested-doc sync)​

Collection syncs with a designated SharePoint folder. Documents appear with statuses so you can track what's been received from the client.

How it works:

  1. Configure the SharePoint connection in project settings
  2. Point to the client's evidence folder
  3. Moby automatically syncs and monitors for new files
  4. Track document statuses in Collection view

Setting up SharePoint​

Ask your organization administrator to:

  1. Register the Moby application in Azure AD
  2. Grant appropriate permissions
  3. Configure the SharePoint sites you need access to
Sync limit

Collection sync is limited to 1,000 documents per project. If you have more, consider:

  • Splitting into multiple projects
  • Using Workspace folders instead
  • Organizing by engagement period