Integrating RoboHelp 10 projects with SharePoint

RoboHelpRoboHelp ServerTechCommTechnical Communication Suite

RoboHelp extends its integration capability with SharePoint in its recent RoboHelp 10 release.

RoboHelp supports version control with SharePoint 2010 natively, i.e. no third party plug-in is required to make it work from within RoboHelp. This means you can use SharePoint as the repository for source files and seamlessly check-in and check-out the files. This feature is useful in multi-author environment where authors need to work on the same project, or when author(s) want to make sure that their work isn’t lost on machine crash or data corruption. Generally, technical writers use RoboHelp as their authoring environment and SharePoint as the content repository. 

You do not have to install any plugin for SharePoint on your client machine. If you have appropriate access to a SharePoint server 2010 with a document library having version control settings enabled, you can version control a RoboHelp project to SharePoint.

  1. While you have your project opened in RoboHelp, click Add Project to Version Control from the Version Control toolbar or from the File menu. The Select Version Control Provider dialog box is displayed.  
    Select Version Control Provider dialog box
    Select Version Control Provider dialog box
  2.  Select the RoboHelp SharePoint Connector option, and then click OK. The Connection Details dialog is displayed.  
    Connection Details dialog box
    Connection Details dialog box
  3. Provide the SharePoint site URL and the authentication details. Click Test Connection.
  4. Once the connection is established successfully, click OK. The Choose Folder dialog box is displayed with the entire document library present in the connected site. 
    Choose Folder dialog box
    Choose Folder dialog box
  5. Select an empty folder inside a document library and click OK. All project files and folders of the current project are added to the server.

Now you can perform the version control operations, such as check-in and check-out, on your project.


Submitted by: Aditi Roongta, Software Quality Engineer

RoboHelp, RoboHelp Server, TechComm, Technical Communication Suite

Posted on 10-29-2012


  • By Mac - 9:05 AM on August 19, 2013   Reply

    Hi Aditi,

    I have tried to use Sharepoint 2010 as the version control system to work with RoboHelp 10. The connecting is Ok, adding project is OK, but when I tried to edit the topic file, there was a window pop-out and said “The files in the list below could not be checked out from version control. Exclusive access to these files is required to modify this document.” I configured it with this page

    But still not work, could u give me some hint of it?


  • By Cynthia W - 4:39 PM on February 20, 2013   Reply

    So how do I add a second, third and fourth author to the server / version controlled project? Got it set up fine. My project is on the Sharepoint server, but no one else on the team can connect. Walk me through setting up the second user to use version control.

  • By Bhim Kaul - 8:29 PM on November 6, 2012   Reply

    Very nice walk through .

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