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How do I connect Vault to a SharePoint site?

When a SharePoint site is created, it will not automatically be available on your computer via OneDrive. Follow the steps below to sync it and have it ready to connect it to Vault.

  1. Log into the Microsoft 365 app.
  2. Open the SharePoint site you want to sync.
  3. Click on Documents and Sync
  4. In the pop-up window, click Close.
  5. You’ll find a new folder in your OneDrive – Shared Libraries with the name of the site and you can connect that folder to Vault to share secure files. 
Updated on February 26, 2024
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