This plugin was created during a client migration from Microsoft shared folders to Microsoft 365 SharePoint. As part of that work, our team managed the information architecture and the move of documents.
A key requirement was ensuring documents submitted through Gravity Forms continued to flow into the correct SharePoint locations after the change.

The plugin connects Gravity Forms document uploads directly to SharePoint libraries. Files can be routed to the correct site or folder while metadata tags are applied during submission. Tags can follow the taxonomy already used by the organisation or be entered during the form process. This allows documents to be stored with structure from the moment they are captured.

SharePoint delivers value when documents carry metadata that supports search, classification, and governance. By applying those tags at the form stage, teams reduce manual handling and improve document management across the organisation.

The plugin also uses security features aligned with the Microsoft 365 ecosystem. When forms capture sensitive client information, those files move into SharePoint using a process that follows enterprise level protection standards.

For developers and agencies working with organisations that still rely on legacy document systems, this also opens a conversation about improving information management. Connecting Gravity Forms to SharePoint creates a path toward structured storage, security, and long term control of business records.