FAQ
The questions asked most often about SharePoint Document Filing, answered.
Do I need an Entra app registration to try it?
No. The simulated transport is the default: it records exactly which files would be sent and where each would land, and sends nothing. Configure your rules against it first.
Does it delete my attachments?
Only if you tick Remove the Odoo copy once filed, per rule, and only after Microsoft confirms the file with an item id and a link. It is off by default.
What happens if SharePoint is down?
Nothing visible. Files stay queued and the next run of the scheduled job sends them. Nobody saving a record ever waits on Microsoft.
Will a slow SharePoint slow down Odoo?
No. Filing happens in a scheduled job, not in the transaction that created the attachment.
Does deleting a record in Odoo delete the document in SharePoint?
No, deliberately. Retention is your document system's decision, not ours.
Is it two-way?
No. It files documents into SharePoint. Changes made there do not come back.
Why are files over 4 MB refused?
Graph requires an upload session above that size, which is a different protocol. A truncated file in a document system is worse than a refused one, so it is refused with an explanation.
Can I file to OneDrive instead of SharePoint?
Yes - a OneDrive drive is a Graph drive like any other. Use Choose a library to find its id.
Can I have different rules for different models?
That is exactly the design: one rule per model, each with its own folder, type filter, size floor and copy-removal setting.
What if I want the folder structure to change later?
Change the rule. Documents already filed stay where they are; new ones follow the new template. The log records where each one actually went.
Where do I see what has been sent?
Microsoft 365 > Filed Documents. Every filing, with the folder, the link, who attached it, and whether the Odoo copy still exists.