Overview

Authorize and sync SharePoint document libraries with matter-level ingestion rules.

Audience

• Admin
• Ops

Product Area

Connectors

Prerequisites

• Microsoft tenant admin consent

Steps

1. Authorize connector

Grant app consent with least-privilege Graph scopes.

1. Bind to matter intake

Map target folders to matters and ingestion schedules.

Expected Result

The Connectors workflow completes without unresolved validation errors, and the result is visible to the intended roles.

Security and Audit Notes

• Use the least-privileged role that can complete the task.
• Confirm the resulting change or decision appears in the workspace audit trail when the workflow changes customer data or access.

Limits and Preconditions

• Available controls depend on the tenant plan, enabled modules, jurisdiction, and administrator policy.
• If a named control is not visible, confirm entitlement and role access before treating the behavior as a product failure.

Troubleshooting

• Connector sees no documents: Confirm site and drive scopes were granted.

Related Articles

• Resolve Connector Permission Errors
• Troubleshoot Sync Delay

Escalation

If the documented result cannot be reached after the checks above, capture the workspace identifier, affected product area, timestamp, and a redacted error message, then use Support. Never include secrets, privileged legal content, or customer documents in the initial report.