Related Topics
A PDF file for end-to-end Azure/Entra configuration for all Process Director features can be found here: Configuring Azure For Process Director (PDF Download)
Process Director has features that enable close integration with Microsoft Azure services such as SharePoint, SMTP Email, and Microsoft 365 (formerly Office 365). These features require configuration in both your Azure/Entra portal, as well as in Process Director. Different services may require different processes to configure. There are three main services that you might wish to configure for use with Process Director.
- Creating a SharePoint Datasource object for both site-level and Tenant-level SharePoint Installations. This feature is covered in the SharePoint DataSource topic, along with special configuration needed for Tenant-Level SharePoint installations.
- Using your Microsoft-based SMTP email service to send task notifications and other emails from Process Director. This configuration is covered in the Microsoft OAuth for SMTP topic.
- Using Microsoft 365 to collaboratively edit document attachments using the separately-licensed Collaborative Document Authoring component. The Configuring Azure for Microsoft 365 topic covers the Azure, Entra, and SharePoint configuration for this component.
Please consult the specific topics listed above for the feature or features you wish to configure.
Documentation Feedback and Questions
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