Skip to content
SingleDraft for Word

Internal Data Synchronization

Connecting your internal documents lets users search for relevant clauses in the Snippets tab and gives the AI Assistant access to your firm’s knowledge base for context-aware suggestions.

SharePoint Integration

Section titled “SharePoint Integration”

SingleDraft connects to your SharePoint document library. Once configured, documents are indexed and made searchable within the plugin.

Step 1: Grant Access Permissions

Section titled “Step 1: Grant Access Permissions”

The person completing this step must have the Privileged Role Administrator role in Azure Entra ID (formerly Azure Active Directory).

  1. Go to the Consent initiation page
  2. Sign in to your SingleDraft account (or create one)
  3. Review the requested permissions — SingleDraft needs read access to files and user groups in your SharePoint
  4. Confirm to be redirected to Microsoft’s consent page, where you approve the permissions

Step 2: Choose an Access Model

Section titled “Step 2: Choose an Access Model”

Select how users in your organization access the synced content.

Basic

Section titled “Basic”

Any user in your organization who has a SingleDraft account can see all synced clauses.

Advanced

Section titled “Advanced”

SingleDraft uses your existing SharePoint group structure to control access:

  • It references the user group matching your SharePoint site name
  • Users are matched by their email addresses within that group
  • Your existing permission hierarchy is preserved

Step 3: Provide Details to Support

Section titled “Step 3: Provide Details to Support”

Contact the support team with the following information:

  1. SharePoint Site URL in this format: https://<domain>.sharepoint.com/sites/<site-name>
  2. Folder paths to sync, e.g., templates/curated. If the entire site should be synced, let the team know.
  3. Access model: Basic or Advanced. If Advanced, provide the name of the user group.
  4. Sync frequency: The default is once per week.

What Happens Next

Section titled “What Happens Next”

After configuration, your documents are processed and become available in the plugin. Initial processing typically completes within a few hours. After that, documents are re-synced at the frequency you specified.

The system extracts metadata such as language, contract type, jurisdiction, and governing law automatically from your documents. This metadata powers the filters in the Snippets tab.