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Lost? Links to ATG websites below:

📚 Documentation (Home) • 🌐 Website • 🚀 Web App • ⚙️ Admin Console

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Looking to set up this connector? This page provides an overview of the SharePoint & OneDrive connector and its capabilities. For step-by-step configuration instructions, visit the SharePoint & OneDrive Conf Guide.SharePoint & OneDrive Conf Guide</mention-page>.

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📁 Connect Your Microsoft 365 to ATG

The SharePoint & OneDrive Connector seamlessly syncs your organization's documents from Microsoft 365 into ATG, making your team's knowledge instantly accessible through AI-powered search and chat.

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Note: This connector works exclusively with SharePoint (organization sites) and OneDrive for Business. Personal OneDrive accounts are not supported.

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🔄 What Gets Synced?

The connector can import documents from:

• SharePoint Sites — Team sites and document libraries accessible to your organization
• OneDrive for Business — Individual OneDrive folders from collaborators in your organization

You maintain full control over what gets imported with powerful filtering options.

🎯 Flexible Filtering Options

Once connected, you can customize exactly what content ATG imports:

• Select specific sites or folders — Choose which SharePoint sites or OneDrive folders to sync
• Date filters — Import only documents updated after a specific date
• Include/Exclude rules — Specify particular folders or files to include or exclude

🏷️ Smart Tag-Based Filtering

This is where SharePoint & OneDrive shine with a powerful exclusive feature: tag-based filtering compatible with Microsoft's Term Store.

Tags let you precisely control which documents get synced based on their metadata, making it incredibly easy to select only the reference documents that matter.

How it works: