Optional Settings

Enable SSL for Your Portal Site 

Before you begin, make sure you have a valid SSL certificate for your domain applied to your site in IIS. You can find detailed instructions for enabling SSL on your portal site at the following link:
http://docs.sitefinity.com/administration-configure-ssl

Connect Your Portal Site to SharePoint

Before, you connect the portal to SharePoint Site Collection to use file upload widget at forms to upload documents to SharePoint, You should already have integrated SharePoint to your CRM (https://technet.microsoft.com).

To establish the connection to SharePoint, sign into the Sitefinity backend, then navigate to Administration > Portal Connector Configuration > SharePoint.

TPC SharePoint connection
Fill in your SharePoint connection information then press Save & Test Connection to verify that the portal is successfully connected to SharePoint.