RDocs + Microsoft SharePoint

RDocs + Microsoft SharePoint integrations

Convert new or updated Microsoft SharePoint files into RDocs RPDs™ and send them

Automate your document security and distribution by connecting Microsoft SharePoint and RDocs™ with Zapier. When a new file is added or updated in a specified SharePoint folder, this Zap will automatically transform it into an RPD™ in RDocs™ and then send it to your designated recipients. This powerful automation ensures that your critical SharePoint documents are not only converted to RPDs™ for enhanced protection, but also shared with precise access controls, tracking capabilities, and the option to remotely manage them even after distribution.

When this happens...
TriggerPolling
automatically do this!
Create/Send RPDCreates an RPD, with the option to send it via email to readers.
ActionWrite

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More things you can do with Microsoft SharePoint and RDocs

Discover other triggers and actions you can use with Microsoft SharePoint and RDocs

- Site
- Document Library
- Folder
Trigger
Polling
Try It
- Site
Trigger
Polling
Try It
- Site
- Document Library
- Folder
Trigger
Polling
Try It
- Site
  Required
Trigger
Polling
Try It
- Site
- Document Library
- Folder
- Folder Name
  Required
Action
Write

- Site
  Required
- List
  Required
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File or Folder
  Required
- Recipients
  Required
- Permission Level
  Required
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
Action
Write

- Site
  Required
- Document Library
  Required
- Folder
- File name
  Required
- Text content
  Required
- If file name exists
Action
Write
- Copy
- Site
- List
  Required
- List Item ID
  Required
- ETag
Action
Write
- Copy
- Site
  Required
- Document Library
  Required
- Folder
- File
  Required
- Export format
  Required
Action
Write
- Site
  Required
- Page
  Required
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File to Replace
  Required
- File
  Required
- New Name
Action
Write
- Site
- Document Library
- Folder
- File
  Required
- File name
- If file name exists
Action
Write
- Copy
- Site
- Document Library
- Search For
- Match By
- Search Query
  Required
Action
Search
- Search Query
  Required
Action
Search
- Copy
- Site
- Document Library
- File or Folder ID
  Required
Action
Search
- Site
  Required
- Document Library
  Required
- File or Folder
  Required
Action
Search
- Site
  Required
- Page ID
  Required
Action
Search
- Note
- Return RPD in Base-64 format?
  Required
- Send RPD via email?
  Required
- Files
  Required
- File Name
  Required
- File MIME Type
  Required
- Sender address
  Required
- Generate multiple RPD?
- Reader’s Email Address
- Reader’s First Name
- Reader’s Last Name
- Reader’s Mobile Country Code
- Reader’s Mobile Number
- Subject / Description
  Required
- Email Body
- SideNote
- RPD Status
- Record opening times?
- Enable Geo-location feature?
- Enable "Proof of sending" feature?
- Enable "Notification of reading" feature?
- Enable "Reader IP recorded" feature?
- Enable "Reader email addresses recorded" feature?
- Record read times per reader?
- Record time spent reading per reader?
- Enable "Voting" feature?
- Enable "Share votes" feature?
- Enable "Restricted distribution" feature?
- Send verification code via email?
- Send verification code via SMS?
- Enable "Display distribution list" feature?
- Restrict access to RPD by domain?
- Use watermark?
- Max reads per reader
- Enable "Identify leakers" feature?
- Enable "Timestamp" feature?
- Enable "Print" feature?
- Location Protection by region
- Location Protection by IP
- Launches
- Expires
- Allow responses to
- Language
- Max views per document
Action
Write
- Document ID
  Required
Action
Search

- Site
- Document Library
- Folder
Trigger
Polling
Try It
- Site
  Required
- List
  Required
Trigger
Polling
Try It
- Site
  Required
- List
  Required
Trigger
Polling
Try It
- Info
- Source Site
  Required
- Source Document Library
  Required
- File or Folder ID
  Required
- Destination Site
  Required
- Destination Document Library
  Required
- Destination Folder
Action
Write
- Site
- List Name
  Required
- Description
- List Template
Action
Write
- Site
  Required
- Title
  Required
- URL Name
- Description
- Page Layout
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File or Folder to Share
  Required
- Permission
- Who Can Access
- Expiration Date
Action
Write
- Copy
- Site
  Required
- Document Library
  Required
- Folder
- File or Folder ID
  Required
Action
Write
- Copy
- Site
  Required
- Page
  Required
Action
Write
- Copy
- Site
  Required
- Document Library
  Required
- Item
  Required
- Folder
- New name
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File or Folder
  Required
- Email Address
- Permission ID
Action
Write
- Site
  Required
- List
  Required
- List Item ID
  Required
- ETag
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
  Required
- List
  Required
Action
Search
- Info
- Monitor URL
  Required
Action
Search
- Copy
- Site
  Required
- Document Library
  Required
- Folder
  Required
Action
Search
- Site
  Required
- List
  Required
- List Item ID
  Required
Action
Search
- Site
Action
Search
- Document ID
  Required
- Note
  Required
Action
Write

About RDocs

RDocs is a document security platform that empowers you to protect, control, track, or kill access to documents in-the-ether, even after sending.

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About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

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