---
title: "CM2SP User Manual 1.0.13"
slug: "cm2sp-user-manual-10x"
updated: 2022-05-22T23:46:28Z
published: 2022-05-22T23:46:28Z
canonical: "helpfiles.fybsoftware.com.au/cm2sp-user-manual-10x"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://helpfiles.fybsoftware.com.au/llms.txt
> Use this file to discover all available pages before exploring further.

# CM2SP User Manual 1.0.13

## UPLOADING RECORDS TO SHAREPOINT

1. Open Content Manager
2. Tag the documents or folders you wish to upload to SharePoint. If uploading a single folder and its contents you can simply right-click on that one folder ![2022-01-17_15-29-33.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-01-17_15-29-33.png)
3. Right-click a tagged record, then select Send To -> CM2SP Launcher. Alternatively, you can press the CM2SP Launcher button from the ribbon if it has been configured ![2022-02-17_16-53-06.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-02-17_16-53-06.png)
4. CM2SP will open to the Microsoft sign-in page, sign in using your Microsoft account ![2021-08-10_12-32-43.jpg](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2021-08-10_12-32-43.jpg)
5. The upload page will be displayed after a successful sign-in ![2022-01-17_15-38-03.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-01-17_15-38-03.png)
6. Select a SharePoint site ![2022-01-17_15-46-32.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-01-17_15-46-32.png)
7. Select a Document Library, this is where the documents/folders will be uploaded to ![2022-01-17_15-48-10.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-01-17_15-48-10.png)
8. Select any/all of the configuration options (these are not mandatory) ![2022-01-17_15-49-12.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-01-17_15-49-12.png)

| FUNCTIONALITY | DESCRIPTION |
| --- | --- |
| FINALIZE DOCUMENTS | If enabled, document records are finalized after they are uploaded to SharePoint. |
| CLOSE FOLDERS | If enabled, container records are closed after they are uploaded to SharePoint. See the **CLOSE CONTAINER OPTIONS** section for more information. |
| INCLUDE CONTAINED RECORDS | If enabled, records contained within tagged container records are also uploaded to SharePoint. |
| INCLUDE ALT CONTAINED RECORDS | If enabled, records alternatively contained within tagged container records are also uploaded to SharePoint. |

1. Specify the Content Manager fields you wish to map to SharePoint fields (skip to **step 12** if you are not mapping any fields) ![2022-01-17_15-50-33.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-01-17_15-50-33.png)
2. Select a Content Manager field ![cm field.jpg](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/cm%20field.jpg)
3. Select a Sharepoint Field ![sharepoint field.jpg](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/sharepoint%20field.jpg)
4. The mapping is added to the table ![2022-01-17_15-55-03.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-01-17_15-55-03.png)
5. Click **Send** ![2022-01-17_15-56-03.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-01-17_15-56-03.png)
6. After all records are successfully uploaded, a success message is shown ![2022-01-17_16-12-35.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-01-17_16-12-35.png)
7. The records will be located in the selected document library ![2022-01-17_16-15-25.png](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/2022-01-17_16-15-25.png)

### CLOSE CONTAINER OPTIONS

If the **CLOSE CONTAINER** option is enabled, a window is shown to specify the close container options before the records are uploaded to SharePoint. ![close.jpg](https://cdn.document360.io/d6552dbe-372e-441e-bf0c-dbc5e937f181/Images/Documentation/close.jpg)

| FUNCTIONALITY | DESCRIPTION |
| --- | --- |
| FINALIZE ALL DOCUMENTS WITHIN FOLDER | If enabled, all documents within the folder are finalized upon upload. |
| PURGE OLDER REVISIONS FOR DOCUMENTS WITHIN FOLDER | If enabled, all old revisions of the documents being uploaded are removed from CM. |
| MARK ALL CONTENTS AS "ENCLOSED IN CONTAINER" | All documents in the folder are enclosed within the container and have their home location updated. |
| USE A SPECIFIC CLOSE DATE | Allows you to designate a specific date for the date closed. |