> ## Documentation Index
> Fetch the complete documentation index at: https://docs.buildvision.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Saved credentials

> Let BuildVision open bid documents that sit behind a login.

Bid invitations often link to documents rather than attaching them, and those
links frequently sit behind a login: a private SharePoint site, a restricted
Google Drive folder, a OneDrive share. Without a way in, BuildVision reaches
the sign-in page and stops.

Saving a credential gives it a way in.

## How it works

When BuildVision processes one of your emails and finds a protected link, it
checks your saved credentials for one that matches the site. If it finds one,
it signs in and pulls the document. You never download and re-upload anything.

If no credential matches, the link is left alone and the files behind it don't
make it into the project.

## Add a credential

<Steps>
  <Step title="Open Email Settings">
    Select your avatar at the bottom of the sidebar, then **Email Settings**.
    Scroll to **Saved Credentials**.
  </Step>

  <Step title="Add one">
    Select **+ Add Credential**.
  </Step>

  <Step title="Pick the service">
    On the **Provider** tab, choose the service from the grid. Microsoft,
    Outlook, SharePoint, OneDrive, and Google are all there.

    If the site you need isn't listed, switch to the **Custom** tab and enter its
    domain instead.
  </Step>

  <Step title="Fill in the details">
    * **Name** is a label for you, so you can tell credentials apart later.
      Something like `work-sharepoint` works well.
    * **Username/Email** and **Password** are the sign-in you'd use yourself.
    * **Authenticator secret (TOTP)** is optional. Fill it in when the site asks
      for a code from an authenticator app, and BuildVision generates the code
      when it signs in.
  </Step>

  <Step title="Create">
    Select **Create**. BuildVision uses the credential automatically the next
    time a matching link shows up.
  </Step>
</Steps>

## Keep them current

A saved credential stops working when the underlying password changes, and the
symptom is quiet: documents behind that site stop arriving, while everything
else keeps working. If files from one contractor's portal have gone missing,
check that credential first.

Credentials are saved against your own account, so each person on your team
adds the ones they use.