To leverage this integration, Microsoft SharePoint must first be connected through the integrations page within Vanta.

Sync Policies in Vanta

Once your SharePoint pages have the policy label added, the next step is to sync the policies into Vanta.

• Navigate to the Policies page in Vanta.
• Create a custom policy, or select Start from the list of policies on the page.
• From the policy editor page, select Sync a file

• Select SharePoint from the dropdown. Choose the site that the policy is in from the secondary dropdown.

• Type the name of the folder from which you would like to pull a policy and select the policy from the list.
  • This folder needs to be under the default Documents site library of the site chosen above.

• Once selected, the policy will sync and will be marked as a draft on the policies page

Edit a Policy in SharePoint

• When needed, edit the policy in SharePoint.
• Vanta regularly fetches any synced policies and will detect when a change has been made, triggering the approval flow.

Policies are synced from SharePoint into Vanta once an hour, but will not affect any previously approved policies.

Keep in Mind: 

• The SharePoint sync will only work with .docx files and .pdf files. If the files are of another file type, it will show a "No results found" message. 

• Once a .docx file is uploaded to the folder, the Microsoft document will load as an option.