> For the complete documentation index, see [llms.txt](https://docs.sprinto.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.sprinto.com/integrations/overview/sync-policies-and-documents-from-sharepoint.md). # Sync Policies & Documents from SharePoint Sync policies, procedures, and compliance documents from SharePoint into Sprinto with version tracking, keyword-based discovery, and audit-ready workflows. Sprinto allows administrators to connect their SharePoint account and sync policies, procedures, and compliance documents directly into the platform. This integration helps you maintain a single source of truth while ensuring document version control, traceability, and audit readiness. Once connected, Sprinto automatically discovers documents from selected SharePoint folders based on configured keywords and brings them into Sprinto in a draft state for further review and approval. *** ### Prerequisites Before you begin, ensure the following: * Admin access to your organisation’s **SharePoint** account * Admin access to your **Sprinto** account * Permission to manage the SharePoint document library settings * A SharePoint site and document library already set up * One or more SharePoint folders containing compliance documents * Documents tagged using **Enterprise Keywords** * Documents stored in supported file formats #### Supported file formats Sprinto supports syncing the following file types: `.csv`, `.doc`, `.docx`, `.odp`, `.ods`, `.odt`, `.pdf`, `.pot`, `.potm`, `.potx`,\ `.pps`, `.ppsx`, `.ppsxm`, `.ppt`, `.pptm`, `.pptx`, `.rtf`, `.xls`, `.xlsx` *** ### Configure Managed Metadata and Enterprise Keywords Sprinto discovers documents by their **Enterprise Keywords**. Enterprise Keywords use SharePoint managed metadata. Enable managed metadata and the Enterprise Keywords column in each document library that stores content for policy sync. 1. Open the SharePoint list or document library. 2. Select **Settings (gear icon) → Library settings**. * In SharePoint Server, select **Library Settings** or **List Settings** from the ribbon. 3. Under **Permissions and Management**, select **Enterprise Metadata and Keywords Settings**. 4. Under **Add Enterprise Keywords**, select **Add an Enterprise Keywords column to this list**. 5. Enable **Keyword synchronization**. 6. Save your changes. #### Show the Enterprise Keywords column 1. In the document library, select **Add column → Show/hide columns**. 2. Enable **Enterprise Keywords**. 3. Select **Apply**. *** ### Tag Documents Using Enterprise Keywords Apply the matching Enterprise Keyword to each document: * `sprinto-policies` – Policy documents * `sprinto-procedures` – Procedure documents * `sprinto-docs` – Other compliance documents Use these keywords exactly as shown. Sprinto uses them to categorise discovered documents. #### Apply a keyword to one document 1. Select the document in the library. 2. Open the **Details panel**. 3. Enter the matching value in **Enterprise Keywords**. 4. Save the document metadata. #### Apply keywords in bulk 1. Select **Edit in grid view** in the document library. 2. Find the **Enterprise Keywords** column. 3. Enter the matching keyword for each document. 4. Exit grid view to save the changes. #### Verify documents before syncing Before refreshing the sync, confirm that each document: * Is in a configured SharePoint folder * Shows the required value in **Enterprise Keywords** * Is checked in after metadata or file changes *** ### Add the Version Column in SharePoint (Recommended) Sprinto relies on SharePoint versioning to detect updates. 1. Open your document library view (for example, **All Documents**). 2. Select **Edit current view**. 3. Enable the **Version** column. 4. Save the view. *** ### Sync Policies & Documents from SharePoint #### Step 1: Initiate the integration 1. Log in to Sprinto as an admin. 2. Go to **Policies**. 3. Select **Add document**. 4. Choose **Sync from SharePoint**.
*** #### Step 2: Set up SharePoint integration 1. In the setup drawer, confirm that you have admin access to SharePoint. 2. Select **Connect to SharePoint**.
3. Choose an authentication method (OAuth 2.0 is recommended). *** #### Step 3: Authorise SharePoint access 1. Review the permissions requested (for example, Sites.Read.All). 2. Select **Connect** to authorise access.
3. Once connected, you return to Sprinto and the integration status shows **Connected**. *** #### Step 4: Configure folders and keywords After authorisation, configure document discovery using a three-step setup: 1. **Choose SharePoint site** * Select the SharePoint site where compliance documents are stored. 2. **Confirm Enterprise Keywords** * Policies: `sprinto-policies` * Procedures: `sprinto-procedures` * Other documents: `sprinto-docs` * Apply the matching keyword in SharePoint before refreshing the sync. 3. **Add SharePoint folder paths** * Paste the folder URL where documents are stored. * Select **Add path** for each folder you want to sync. **Get a valid SharePoint folder link** * Open the folder in SharePoint * Select **Share → Copy link** * Ensure access is set to **People with existing access** Avoid using links set to *Anyone with the link*, as these may not work reliably with Sprinto. *** ### Sync and Manage Documents 1. Sprinto scans the configured folders for documents tagged with the selected keywords. 2. Discovered documents appear with a sync status (New, Synced, and so on). 3. Use **View document** to preview files before syncing. 4. Select **Sync policies & docs** to import documents into Sprinto. 5. Synced documents appear under: * **Policies** * **Procedures** * **Other documents** All synced documents are added in the **Draft** state. #### Refresh sync status * Select **Refresh** to manually check for changes at any time. {% hint style="info" %} * Only documents with new major or minor versions trigger a sync. * Ensure edited files are checked in on SharePoint. {% endhint %} *** ### Troubleshooting
IssueResolution
Document not visible in SprintoConfirm it is in a configured folder, has the matching Enterprise Keyword, and is checked in.
Folder not syncingVerify the folder link is correct and accessible
Integration errorRe-authenticate SharePoint or contact your admin
Document not updatingConfirm a new version was created in SharePoint
*** ### Frequently Asked Questions 1. **What file types can I sync from SharePoint?**\ Sprinto supports common Office, PDF, spreadsheet, and CSV formats. 2. **Can I sync from multiple folders?**\ Yes. You can add multiple folder paths during setup. 3. **What happens if a file is deleted in SharePoint?**\ It is not removed from Sprinto automatically and must be managed manually. *** ### Additional Resources * Sprinto Help Centre * Learn more about syncing policies and documents --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.sprinto.com/integrations/overview/sync-policies-and-documents-from-sharepoint.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.