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Creating a Project from the MS Add-in

For Microsoft 365 Users

The Microsoft Add-in lets you create a SiftHub project directly from your document — Excel or Word — without switching between applications. Setup differs by file type, so follow the section for your document:

For Excel files: hosted on SharePoint (one-time guest-user configuration required).
For Word files: hosted on OneDrive or SharePoint (no extra configuration; just sign in to the Add-in).

For Excel files (SharePoint)

Note: For Excel, this works only when your primary document is an Excel spreadsheet stored in a SharePoint site.

MS Add-in: Projects Configuration for SharePoint and OneDrive

Once the MS Add-in is deployed to your organization’s Microsoft Office tools, g-integrations@sifthub.io needs to be configured as a guest user for your particular account and Microsoft tenant, in order to enable creating a Project and Autofilling it successfully for the account. Here are the steps for the same.

Step 1: Invite g-integrations@sifthub.io as Guest user.

  1. Go to Microsoft 365 Admin Center (https://admin.cloud.microsoft/)
  2. On the left panel navigation, open ‘Users’ and click on ‘Guest users’

  1. In the page that opens, click on ‘Add a guest user’.

This will redirect you on - https://portal.azure.com/

  1. Select ‘Invite user’ and invite ‘g-integrations@sifthub.io’ as shown in the above screenshot.
  2. Once invited, SiftHub will need to accept the Invite.

 

Step 2: Share your Microsoft Account Tenant ID with SiftHub

  1. Go to the ‘Microsoft Entra admin center’ to get your Microsoft Tenant ID, using the following link (as an admin) - https://entra.microsoft.com/#view/Microsoft_AAD_IAM/TenantOverview.ReactView
  2. Share the Tenant id with your SiftHub Customer Success Manager via email or chat.

 

Step 3: Authorize the link provided by SiftHub to allow the SiftHub guest user (g-integrations@sifthub.io) to read / write into the files shared with the user. 

  1. SiftHub will share an OAuth Link.

Example Link Format: https://login.microsoftonline.com/{{external-tenant-id}}/oauth2/v2.0/authorize?&client_id={{sifthub-client-id}}&response_type=code&redirect_uri={{sifthub-redirect-id}}&response_mode=query&scope=https://graph.microsoft.com/.default&state=12345

  1.  Click on this link and click on ‘Allow’.

 

Once done, start sharing the Excel files you want to Autofill or SharePoint folders (containing them) with g-integrations@sifthub.io as ‘Can Edit’ access.


Step 1: Access the Add-in

  • Open the Excel spreadsheet in the browser or desktop that you wish to Autofill and collaborate on
  • Click on the SiftHub Add-in icon in the Excel ribbon
  • Login using your credentials


Step 2: Navigate to Projects Tab

  • Click on the Projects tab in the top menu
  • Locate and click the Create Project button

 

Step 3: Grant Access

On clicking Create Project, you'll be prompted to grant edit access of the file to SiftHub, if you haven't already done so. This is required so SiftHub can create an outline of the Project and Autofill it.

To grant access, add the following email address - g-integrations@sifthub.io with Edit Access to the file.

 

Step 4: Continue to Web App

 

 

  • After granting access, click Continue. You'll be redirected to the Project Creation page in the Web App
  • Complete the project setup by following the steps outlined in Creating a Project from the SiftHub Web App. Note: In the form that opens when creating a Project from the SiftHub Web App, the "Primary Document" field will be pre-populated with the Excel questionnaire from which you started creating the Project. It becomes the first primary document in the project, and you can add more in the form before creating the project, up to 10 in total.

For Word files (OneDrive or SharePoint)

You can now create a project directly from a Word document. Word does not need the guest-user configuration Excel requires: just sign in to the Add-in.

Supported files: any Word document stored on OneDrive or SharePoint, in Word for desktop or Word for the web. The file must be in the cloud; save it to OneDrive/SharePoint first if it's local.

Create the project

  1. Open your Word document (on OneDrive or SharePoint), desktop or web.
  2. Open the Add-in — SiftHub icon in the Word ribbon → sign in.
  3. Projects tab → Create project.
  4. You're taken to the Create Project form in the web app, with the Word document pre-filled as Primary document → complete via Creating a Project from the SiftHub Web App.
  5. Your document's outline begins generating in the Add-in's Projects tab — ready to collaborate.

A clean final document: SiftHub places lightweight working markers to position answers; they're removed when you export through SiftHub. (Saving/downloading directly from Word may keep them - always export via SiftHub for a clean copy.)

This article covers creating a project. To generate answers, see the Autofill in MS Word article.

Create Projects only for Excel files hosted on SharePoint

While SiftHub supports connecting both your organization’s OneDrive and SharePoint as knowledge sources in your repository, the Add-in only supports populating creating a Project and Autofilling generated answers in Excel files hosted on SharePoint currently.

Please ensure you are in a file hosted on your organization’s SharePoint instance before performing any actions on the SiftHub Add-in to avoid potential issues.