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SharePoint Online
SharePoint Online
Find, read, and save SharePoint files
About SharePoint Online integration with Heidi
Overview
SharePoint integration lets you connect Heidi to Microsoft 365 and work with files from SharePoint in Work. Once connected, Heidi can find and read the SharePoint documents you can already access, and save letters and summaries back to your Microsoft 365 drive with your approval.
How it works
Start setup and sign in with your Microsoft 365 account.
Authorise Heidi to access your SharePoint files.
Return to Heidi and use SharePoint from Work.
Learn more
This setup flow starts with Microsoft 365 authentication and then returns you to Heidi. Heidi asks for your approval before saving a file. This connection is for SharePoint-powered document access inside Heidi, not a full EHR workflow integration.
