Documents

The Documents tab is where all records related to a request are collected, reviewed, and prepared for response.

[Screenshot: The Documents tab showing a list of documents with classification and review status]

Uploading Documents

Click Browse or drag and drop files directly into the drop zone on the Documents tab. You can select or drop multiple files at once — they are uploaded sequentially with a combined progress indicator. Individual files can be up to 100 MB each.

Adding from Microsoft 365

Click Add from Microsoft 365 to search or browse records across your organization's Microsoft 365 environment, including SharePoint, OneDrive, and Outlook mailboxes.

[Screenshot: The Add from Microsoft 365 picker showing search results and browse options]

Search

Type a keyword to search across all connected Microsoft 365 sources. Results are grouped into two sections:

• Files — Documents from SharePoint sites and OneDrive.
• Emails — Email messages from Outlook mailboxes.

Select the items you want to add to the request.

Browse

You can also browse Microsoft 365 sources directly:

• My Email — Browse Outlook folders and select individual emails (saved as .eml files).
• My OneDrive — Browse your personal OneDrive files and folders.
• Followed Sites — Browse SharePoint sites you follow, navigating through document libraries and folders.
• Search for a site — Find a specific SharePoint site by name.

Files are copied into the request's document store. Emails are saved as .eml files preserving headers, body, and inline content. When an email has file attachments, each attachment is also extracted and added as a separate document alongside the .eml file — so you can review, classify, and include attachments independently. The original files and emails in Microsoft 365 are not modified.

Previewing Documents

Click a document name to open the preview viewer. AccessPoint supports previewing:

• PDF files
• Microsoft Office documents (Word, Excel, PowerPoint)
• Images
• Text files
• Email messages (.eml and .msg files, rendered as formatted PDFs)

[Screenshot: The document preview viewer showing a document with the classification and exemption controls]

Classifying Documents

Each document can be classified as:

• Responsive — The document is relevant to the request and should be considered for the response.
• Not Responsive — The document is not relevant to the request.
• Duplicate — The document is a duplicate of another record already in the request.

Applying Exemptions

SAOs can apply exemption codes to documents or portions of documents. Exemption codes are drawn from the configured list set up by your administrator and correspond to the specific legislative provisions that justify withholding information.

Response Packaging

SAOs manage which documents are included in the final response package. From the Documents tab you can:

• Toggle individual documents for inclusion or exclusion from the response.
• Reorder documents to control the sequence in the response package.