Sprinto Test

Overview

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
  • 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

Enable Enterprise Keywords in SharePoint

Sprinto uses Enterprise Keywords to identify which documents should be synced.

Enable Enterprise Keywords

  1. Go to your SharePoint Document Library.
  2. Select Settings (gear icon) → Library settings → More library settings.
  3. Open Enterprise Metadata and Keywords Settings.
  4. Enable Add an Enterprise Keywords column to this list.
  5. Save your changes.

Display 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 consistent keywords to documents to control how Sprinto categorises them:

  • sprinto-policies – Policy documents
  • sprinto-procedures – Procedure documents
  • sprinto-docs – Other compliance documents

Apply keywords

  • Open the document’s Details panel and add the keyword
  • For bulk updates, use Edit in grid view to tag multiple documents at once

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.
  1. 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.
  1. 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
  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.
  • Only documents with new major or minor versions trigger a sync.
  • Ensure edited files are checked in on SharePoint.

Troubleshooting

IssueResolution
Document not visible in SprintoEnsure Enterprise Keywords are applied correctly
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