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Document Management

Manually Sync Policies: Google Drive / Microsoft SharePoint / Confluence

  • Updated

Vanta's Google Drive, Microsoft SharePoint, and Confluence integrations allow you to sync policies directly into Vanta's Policy page from these repositories. The sync happens automatically daily, but you can manually sync from Google Drive, Microsoft SharePoint, or Confluence into Vanta. 

  • From the left-hand navigation panel, open the Policies page

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  • Select the policy you would like to manually sync  
    • The policy must be initially brought in from Google Drive, Microsoft SharePoint, or Confluence to perform the manual sync/refresh 
  • From the top left-hand corner, select Refresh  

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  • The policy will be refreshed from the integration and updated to Last synced a few seconds ago

 

To manually refresh a policy in Draft form:

  • Select the policy you would like to manually sync
  • Click the three-dots menu in the policy card, and select Refresh sync from the dropdown