Knowledge Base

SharePoint & document patterns

Configure SharePoint references correctly and understand how document-creation workflows are handled.

A large share of real migrations involve SharePoint lists, libraries, content types, Word templates, and PDF generation. These articles explain what the product can infer and what still needs review.

3articles in this topic cluster

3starter guides surfaced first

Apr 3, 2026latest update date in this category

Articles in SharePoint & document patterns

Read the full set, or start with the featured guides if you are new to this topic.

SharePoint & document patterns6 min read • Updated Apr 3, 2026

How to set SharePoint site URLs in Required settings

Use site roots, keep rows in workflow order, and fix mismatched reference names before export.

sharepointrequired settingssite urls

SharePoint & document patterns7 min read • Updated Apr 3, 2026

How content-type document creation is converted

Content-type-backed document creation can be supported, but it is not the same as a plain Create item action.

content typesharepointdocuments

SharePoint & document patterns8 min read • Updated Apr 3, 2026

How Word template population and PDF conversion work

Template-driven DOCX creation and DOCX-to-PDF conversion can be exported as a best-effort pattern, but template assumptions still matter.

wordpdfdocument generation

Search the knowledge base

Search across all categories if this topic is close, but not quite the right fit.

All categories

Getting startedLearn the fastest path from your first upload to your first useful migration report.Analyze & compatibilityUnderstand supported, partial, best-effort, and premium connector behavior before you export.SharePoint & document patternsYou are here Export & importGenerate cleaner packages, fix common import failures, and understand what preflight is checking.Approvals & tasksSee how Flexi tasks, to-do tasks, and child workflow patterns are handled in conversion.Databases & connectorsLearn when Flow Migrator emits native database actions and when complex queries still need review.

Start here

These guides usually answer the first two or three questions users ask in this category.

How to set SharePoint site URLs in Required settingsUse site roots, keep rows in workflow order, and fix mismatched reference names before export.How content-type document creation is convertedContent-type-backed document creation can be supported, but it is not the same as a plain Create item action.How Word template population and PDF conversion workTemplate-driven DOCX creation and DOCX-to-PDF conversion can be exported as a best-effort pattern, but template assumptions still matter.

Need a real workflow reviewed?

Public articles are great for recurring patterns. If you have a workflow export and want advice on the exact blockers, contact us with the workflow and the Analyze report.

Contact Flow Migrator See compatibility matrix