AI for SharePoint and OneDrive that cites the page behind every answer
Years of policies, contracts and project files sit in SharePoint sites and OneDrive folders, findable only if you remember where they were saved. Connect them to ChatDocument, ask in plain English and get answers taken only from the folders you selected, with the file and page for every statement.
Sign in with Microsoft and choose libraries
The space owner signs in with a Microsoft work account and grants ChatDocument read access. You then pick what to bring in: document libraries and folders from SharePoint sites you can open, or folders from your OneDrive. ChatDocument reads those files only. It does not edit them, move them, check them out or change their permissions.
- SharePoint document libraries and folders, plus OneDrive folders
- Read access limited to the locations you pick
- One space can combine a SharePoint library and a OneDrive folder
Five steps from a SharePoint library to cited answers
- 1In a space, choose Connect a drive and pick SharePoint and OneDrive.
- 2Sign in with your Microsoft work account and grant read access.
- 3Browse to the sites, libraries or OneDrive folders you want and select them.
- 4ChatDocument indexes the supported files and the space is ready for questions, with citations to the file and page, slide or cell range.
- 5The selected locations sync on a schedule, so new versions are re-read and removed files drop out of the index. Sync now in the space picks up a change immediately.
What is read from SharePoint and OneDrive
Word (DOCX), Excel (XLSX and CSV), PowerPoint (PPTX), PDF including scanned PDFs read with OCR, plain text and Markdown. Files in other formats are skipped and listed in the sync report, along with any file above the size limit of your plan.
SharePoint library connected to a space
The Legal space with a connected SharePoint library of signed agreements, the last sync time and the Sync now button above the document list.
Space roles control who can ask
ChatDocument does not mirror SharePoint permissions file by file. Access to answers is decided by the members and roles of the space the library is connected to: owners manage the connection, editors manage documents, askers ask. Connect a library to a space whose members are allowed to read everything in it, and keep restricted libraries in their own spaces. Enterprise adds single sign on through SAML, so membership follows your identity provider.
Disconnecting deletes the synced copy
Remove the connection and ChatDocument deletes the synced documents and their index for that space. Nothing changes in SharePoint or OneDrive. Synced content is cleared from backups within 30 days, and an administrator can also withdraw the app's access from the Microsoft side.
Availability by plan
Starter includes 1 connected drive, which can be SharePoint and OneDrive. Team, Business and Enterprise connect SharePoint and OneDrive, Google Drive and Dropbox together. Synced pages count once per billing period toward 2,000, 8,000, 30,000 or 100,000 new pages a month by plan, with a scanned page counting as 3. File size limits are 50, 100, 200 and 500 MB. Business and Enterprise add the audit log of who asked what. See chat with PDF pricing and the secure AI document chat page.
SharePoint content worth asking about
- AI legal document analysis: signed agreements stored in a legal site, searchable by clause.
- HR policy chatbot: the intranet policy library, answered with the current page.
- Due diligence AI: a deal site with documents shared by the target.
Bring other drives into the same answers
Files in Google Workspace connect through chat with Google Drive files, files in Dropbox through chat with Dropbox files. Organize the result with AI document management.
FAQ
Does ChatDocument follow SharePoint permissions
No. The ChatDocument space decides who can ask. Connect a library only to a space whose members may read all of its content.
Can I connect OneDrive as well as SharePoint
Yes. The same Microsoft connection covers SharePoint document libraries and OneDrive folders.
Will ChatDocument modify my SharePoint files
No. It reads the files in the locations you select and never writes, moves or checks them out.
How fresh are the answers
Selected libraries sync on a schedule. Press Sync now in the space after an important upload to index it right away.
Ask your SharePoint a question
Create your account, connect a library and see the page behind the first answer.