Documentation

This documentation covers the Merxence product Microsoft 365 Files for HighLevel. Use it to prepare and validate workflows that work with Microsoft 365 files and SharePoint resources.

Find the right guide

Guide	What it helps you do
Getting started	Choose the administrator or HighLevel user path.
Setup	Prepare Entra access, consent, site grants, and the Drive ID map.
Actions	Check reference availability and configuration guidance.
Working with files	Understand IDs, paths, URLs, uploads, outputs, and limits.
Use cases	Plan file tasks around business processes.
Security	Review access and handle diagnostic information.
Troubleshooting	Investigate failed workflow runs.
Support	Contact product support or report a security issue.

Scope of these guides

General Microsoft platform concepts are linked to official sources. Product-specific instructions are marked for implementation review until confirmed against the actual integration repository. See the review checklist.

Administrator setup is the initial access and handoff process. HighLevel users then configure and test workflows repeatedly, with IT maintaining credentials and resource access over time.

For exact action names and fields, use the information shown in your installed application. Contact Support when you need instructions for a specific version.

Product website updates are recorded in the changelog.