Enter Credentials and Connect to Repository

Follow the steps below to connect to your SmartDocs repository. Before completing these steps you should have already completed the steps in the article tilted Download, Install, and Activate SmartDocs.

Enter Your SmartDocs Credentials

1. Open Microsoft Word.
2. Click the Repositories drop-down menu.
3. Select Repository Connections.
4. Click Default Credentials.
5. Select Windows Credentials or Custom Credentials, depending on how you connect to your SharePoint server.
6. If you selected Custom Credentials, enter your credentials in the Custom Credentials fields. (Skip this step if you selected Windows Credentials.)
7. Click Save.

Create Your SmartDocs Repository Connection

1. Click New in the SmartDocs Repository Connections dialog box.
2. Enter the URL for your SharePoint site.
3. Select the applicable SharePoint Hosting option.
4. Click Next.
5. Select Windows Credentials or Custom Credentials, depending on how you connect to your SharePoint server.
6. If you selected Custom Credentials, enter your credentials in the Custom Credentials fields. (Skip this step if you selected Windows Credentials.)
7. Click Connect.
8. Click Select or Select All.
9. Click Connect.
10. Click OK.

You are ready to start using SmartDocs!