Adding SharePoint Library Documents to a Doc-To-Help Project

You can add any existing  document stored in a SharePoint Library to your Doc-To-Help projects. The document can remain in its existing library after import for check in/check out, or it can be downloaded with no connection to SharePoint.  

  1. In the Doc-To-Help Project panel, open the Documents window pane and click the Add Existing Documents button . The Document Import Wizard opens.
  2. Choose the SharePoint option and click Next.
  3. Enter the document’s SharePoint URL.
  4. If you wish to import the document(s) without retaining their connection to SharePoint, clear the Retain SharePoint Connection check box and click Next.
  5. Choose the document(s) you would like to import using the check boxes. The documents will automatically be copied to the Documents folder in your project by default. You can change the folder location using the Copy files to ellipsis button. Click Next.
  6. Confirm your choices and click Next. The document(s) are imported.
  7. Click Finish.

Use the arrow buttons in the toolbar of the Documents pane to rearrange the document order.