SharePoint: Forward files

2) We google it that JotForms can integrated with SharePoint, which is the main file system that we use, can we set rules for the files that upload the SharePoint. IE, create folder for each day and upload all the forms from today's date to this folder and start a new folder and upload the forms to that folder next day

Hello Tara,

Our integration options for SharePoint are only for adding your form to a SharePoint site. However, you may be able to set up a system using Microsoft Flow. You can find helpful information in this guide.

Additionally, I have opened a feature request to see if a direct file integration can be added as well. While I cannot make any guarantees for if or when such a feature will be available, you will be notified here if there are any updates.

We appreciate your patience and understanding.

 Hi there,

With our new Microsoft SharePoint integration, you can automatically send files collected from your forms straight to SharePoint—so everything stays organized, accessible, and in sync. It’s a faster, more connected way to manage file uploads, built to fit seamlessly into your workflow. Here’s how to set it up:

1. In Form Builder, in the orange navigation bar at the top of the page, click on Settings.
2. Then, in the menu on the left side of the page, click on Integrations.
3. Now, search for Microsoft SharePoint and click on it. 
4. If you’ve already connected your Microsoft account with Jotform, you’ll see your email address in the Dropdown menu, and you’ll just need to click on Authenticate. 
5. If it’s your first time connecting your Microsoft account, click on Authenticate and you’ll be redirected to the Login window. 
6. Now, on the Microsoft SharePoint Settings page, click on the Downward Arrow icon in the Site Dropdown menu and select your SharePoint site. 
7. Then, in the Folder section, click on Select. 
8. In the Integration Picker window, select the folder you want the files from your form to go into, and then click on Select.
9. To keep things organized, toggle on Create a Subfolder for Each Submission. Once you enable it, select a Folder Name.
10. In the Submission PDF section, click on the Dropdown menu and select a PDF document. 
11. Now, in the Upload Fields section, select the fields with the data you want to send to SharePoint.
12. Once you’re finished, click on Save at the bottom. 
13. Now, you’ll see the list of actions you’ve set up and the Add New Action button on the main page. 
14. Hover your mouse over an action and click on the Pencil icon to edit it or the Three Dots icon to access these other options: 

• See Action Logs — View successful and failed runs, helpful for troubleshooting.
• Rename Action — Change the title of the action.
• Disable Action — Temporarily stop the integration from sending data.
• Delete Action — Remove the action from your form. 

And you’re all set. Now your files will automatically be sent to Microsoft SharePoint, keeping your data structured, synced, and always up to date. And good news—the Add Row to Existing List action is coming soon.

Give it a try and let us know if you have any questions.