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How to connect TextMine to SharePoint document libraries?

Ingest SharePoint files, extract document facts, route reviews, create records, and sync approved outputs without moving work into spreadsheets.

Connect document libraries

Turn SharePoint folders into reviewable workflows

Many teams store contracts, policies, credit files, supplier documents, and evidence packs in SharePoint. TextMine can ingest those files, extract facts, and route review work without relying on manual spreadsheets.

An illustration of data being extracted from documents

Keep documents and data connected

Vault can process uploaded or synced documents, while Records store approved facts with links back to the source file.

an illustration of documents

Route review from shared libraries

Workflows can assign missing metadata, stale files, low-confidence extractions, and approval tasks to the right owners.

an illustration of vault extracting data from contracts and answering questions about them

Export approved outputs downstream

Integrations can send reviewed data into CLM, CRM, GRC, BI, or internal systems after review.

Ingest files
Connect contracts, policies, credit files, and supplier evidence.
Extract facts
Capture terms, obligations, dates, risks, and evidence status.
Route review
Assign low-confidence fields and missing metadata.
Create records
Store approved outputs with source links.
Sync changes
Refresh records when source files update.
Export data
Send reviewed values to downstream systems.
Preserve trace
Keep document evidence tied to structured data.
Ingest files
Connect contracts, policies, credit files, and supplier evidence.
Extract facts
Capture terms, obligations, dates, risks, and evidence status.
Route review
Assign low-confidence fields and missing metadata.
Create records
Store approved outputs with source links.
Sync changes
Refresh records when source files update.
Export data
Send reviewed values to downstream systems.
Preserve trace
Keep document evidence tied to structured data.

Export approved outputs downstream

Integrations can send reviewed data into CLM, CRM, GRC, BI, or internal systems after review.

Ingest files
Connect contracts, policies, credit files, and supplier evidence.
Extract facts
Capture terms, obligations, dates, risks, and evidence status.
Route review
Assign low-confidence fields and missing metadata.
Create records
Store approved outputs with source links.
Sync changes
Refresh records when source files update.
Export data
Send reviewed values to downstream systems.
Preserve trace
Keep document evidence tied to structured data.
Ingest files
Connect contracts, policies, credit files, and supplier evidence.
Extract facts
Capture terms, obligations, dates, risks, and evidence status.
Route review
Assign low-confidence fields and missing metadata.
Create records
Store approved outputs with source links.
Sync changes
Refresh records when source files update.
Export data
Send reviewed values to downstream systems.
Preserve trace
Keep document evidence tied to structured data.

Product map

Match each document job to the right TextMine surface

These guides can mention several products because enterprise document work rarely stops at extraction. Use this map to see how review, evidence, orchestration, records, rules, and system handoff fit together.

WorkbenchReview documents, compare files, ask questions, and produce source-aware outputs.VaultExtract document facts and keep every answer tied to source evidence and review state.WorkflowsRoute exceptions, approvals, evidence requests, remediation tasks, and handoffs.RecordsTurn approved findings into governed records for search, reporting, export, and sync.PlaybooksCodify policies, review criteria, templates, and acceptable positions.IntegrationsSend verified document context into agents, APIs, CRMs, ERPs, and compliance tools.

Map TextMine to your document workflow

Tell us what you are trying to review, extract, route, or report on. We will show which TextMine products fit your process, from Workbench and Vault through Workflows, Records, Playbooks, and Integrations.

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