SharePoint Connector for Confluence - Cloud

Use the Assistant for SharePoint byline

The Assistant for SharePoint byline provides an overview of all SharePoint documents, folders, and lists associated with the current Confluence page. The assistant can be opened from the items below the page title.

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Image 1: Assistant for SharePoint (click to enlarge)

What is shown

The byline aggregates the content of all SharePoint Online Document macros and all SharePoint Online List macros on the page.

Actions on listed items

Select the three-dot menu next to an item to act on it:

  • Edit: Open the document in edit mode in a new tab.

  • View: Open the document in full screen.

  • Open: Open the folder that contains the document.

List items currently support only the Open action.

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Image 2: Menu options (click to enlarge)


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Image 3: List items menu options (click to enlarge)

Space Folder actions

The Assistant for SharePoint also gives you quick access to your space folders from the byline:

  • Space Folders: Opens the folders configured for the current space. To set these up, see Connect SharePoint folders to a space.

  • Upload: Uploads one or more documents to a connected space folder. Choose a file or drag and drop it into the upload area.

  • Create (+): Creates a new empty document in a connected space folder. You can choose Word, PowerPoint, or Excel. If only one space folder is connected, the file is created there; otherwise, you pick the folder in a pop-up.

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Image 4: Space Folder Actions (click to enlarge)
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Image 5: Create a new file (click to enlarge)


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Image 6: Selecting Space Folder for the new document file (click to enlarge)