Microsoft 365 Addin
Browse and anonymize files from OneDrive (personal and business) and SharePoint document libraries directly from cloak.business.
Prerequisites#
- A Microsoft 365 account (personal, work, or school)
- The Microsoft 365 addin must be configured by an administrator (Azure AD app registration with the required permissions)
Setup#
- Go to App → Addins → Microsoft 365
- Click Activate if not already active
- Click Sign in with Microsoft
- A Microsoft login popup opens — sign in with your Microsoft account
- Grant the requested permissions:
- Sign in and read your profile — to display your name and email
- Read and write your OneDrive files — to browse, download, and upload
- Read SharePoint sites — to browse SharePoint document libraries
- The popup closes and you are connected
Source Selection#
After the Connect and Preset steps, choose your file source:
- OneDrive — your personal OneDrive (My Drive). Includes personal documents, shared files in your My Drive.
- SharePoint — access any SharePoint site your account has access to. Search for a site by name, then select a document library within that site.
Browsing Files#
OneDrive: Starts at the root of your OneDrive. Navigate folders, select files.
SharePoint:
- Search for a SharePoint site by name (or leave blank to list all accessible sites)
- Select a site
- Select a document library within the site
- Browse and select files
Supported File Types#
| Type | Extension | Processing |
|---|---|---|
| Word Document | .docx | Text extraction via mammoth |
| Excel Spreadsheet | .xlsx | All sheets and rows extracted |
| Text extracted via pdfjs | ||
| PowerPoint | .pptx | Text from all slides |
| Plain text | .txt .csv .json .xml .md .html | Direct text read |
| Images | .png .jpg .jpeg .bmp .tiff | PII detection via OCR |
Permissions#
The addin requests the minimum required permissions:
| Permission | Reason |
|---|---|
| User.Read | Display your account name and email |
| Files.Read.All | Browse and download OneDrive files |
| Files.ReadWrite.All | Upload anonymized results back to OneDrive |
| Sites.Read.All | Browse SharePoint sites and document libraries |
| offline_access | Refresh tokens to keep you connected without re-signing in |
Re-authentication#
Your connection stays active for up to 90 days without re-authentication (as long as you use the addin at least once every 90 days). If the token expires, you will see a "Session expired" message and need to sign in again.
Disconnecting#
Click Sign out in the Connect step header to clear your credentials. You can reconnect at any time.