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Automation

SharePoint

The SharePoint EDMS Connector links SharePoint with Newforma Project Center for seamless document access, workflows, and version control.

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Connects With

SharePoint

The Microsoft SharePoint EDMS Connector integrates SharePoint document libraries with Newforma Project Center through the EDMS plugin architecture, enabling project teams to access SharePoint-hosted documents, project files, and collaboration content directly within Project Center’s Project Files activity center. Supporting both SharePoint Online (via Microsoft Graph API) and SharePoint On-Premise deployments, this connector eliminates the manual overhead of switching between SharePoint sites and Project Center, allowing teams to leverage Project Center’s workflow capabilities—including Submittals, RFIs, file sharing, and markups—on SharePoint files while maintaining synchronized version control and permissions across both platforms.

Managing project documents across separate SharePoint and Project Center environments traditionally requires constant manual file downloads, duplicate folder structures, and disconnected collaboration workflows that fragment project information. When critical project documents live in SharePoint team sites but construction workflows execute in Project Center, teams face context switching overhead as users jump between platforms to locate files, version confusion when SharePoint updates don’t immediately reflect in Project Center workflows, and workflow inefficiency where Submittals and RFIs require manual file attachment from external document libraries. Project coordinators spend hours downloading files from SharePoint, uploading them to Project Center workflows, and manually tracking which system holds the current version—creating administrative burden that diverts attention from project delivery and collaboration.

The SharePoint EDMS Connector eliminates this disconnect by surfacing SharePoint document libraries directly within Project Center’s Project Files activity center, where they appear alongside local network files as native Project Center content. The connector leverages Project Center’s EDMS plugin architecture to establish a live connection between SharePoint and Project Center—using Microsoft Graph API for SharePoint Online deployments or direct SharePoint APIs for On-Premise installations—automatically indexing SharePoint files through the Project Center Server to enable full-text search across both platforms. Users access SharePoint documents through familiar Project Center interfaces—the Project Files activity center, Supporting Documents tabs, and Add File dialog boxes—without leaving Project Center, while the connector maintains bidirectional synchronization of file metadata, versions, and permissions. This integrated approach enables teams to initiate RFIs and Submittals directly from SharePoint files, apply Project Center markup tools to SharePoint-hosted documents, and share SharePoint content through Project Center transmittals—all while maintaining SharePoint as the authoritative document repository with full version history, check-in/check-out capabilities, and organizational access controls.

 

 

Benefits

Eliminate Context Switching

Users complete all work within Project Center's familiar interface while the connector seamlessly accesses SharePoint content behind the scenes.

Support Hybrid Cloud and On-Premise Document Management

Organizations leverage both SharePoint Online and On-Premise deployments simultaneously through unified Project Center access.

Maintain Single-Source Document Authority in SharePoint

Submittals, RFIs, and document transmittals can reference SharePoint files directly without manual downloads or external file management.

Enable Comprehensive Information Discovery Across All Document Sources

Unified search finds documents regardless of whether they reside in SharePoint or local Project Center file structure

Preserve Microsoft 365 Integration and Permissions

SharePoint authentication and access controls remain intact while enabling efficient Project Center construction workflows.

Features

Eliminate Manual File Transfers

The EDMS plugin architecture surfaces SharePoint document libraries directly within Project Center's Project Files activity center, eliminating the need to manually download documents from SharePoint sites and upload them to Project Center workflows.

Support Both SharePoint Online and On-Premise Deployments

The connector provides unified integration for both SharePoint Online (Microsoft 365) and SharePoint On-Premise environments, enabling organizations to leverage existing SharePoint investments regardless of deployment model.

Enable Full Project Center Workflow Capabilities on SharePoint Files

SharePoint files accessed through Project Center gain full access to Project Center's comprehensive workflow and collaboration features, transforming SharePoint document libraries into active participants in construction administration processes.

Accelerate Information Discovery with Cross-Platform Search

The Project Center Server automatically indexes SharePoint files through the EDMS connector, enabling full-text search across SharePoint content alongside local project files from a single Project Center search interface