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Missing docs after SharePoint sync

Documents are missing after a SharePoint sync? Here's what to check.

Document limit reached​

Collection sync is limited to 1,000 documents per project. Additional documents are skipped.

How to check​

  1. Go to Collection
  2. Look at the document count
  3. If it's at or near 1,000, you've hit the limit

Solutions​

Option 1: Remove old documents

  • Archive completed periods
  • Delete documents no longer needed
  • Clear out duplicates

Option 2: Split into multiple projects

  • Create projects by period (Q1, Q2, etc.)
  • Or by department/entity
  • Sync different folders to different projects

Option 3: Use Workspace folders

  • Workspace folders don't have the same limit
  • Can sync much larger folder structures
  • Best for document retrieval rather than tracking

Sync not complete​

SharePoint sync runs every 15 minutes. Recently added files may not appear yet.

Manual refresh​

  1. Go to Collection
  2. Click the Refresh button
  3. Wait for sync to complete

Files not in synced folder​

Documents must be in the synced SharePoint folder (or subfolders).

Check folder path​

  1. Go to Project Settings → Integrations
  2. Verify the synced folder path
  3. Ensure files are in that folder

Unsupported file types​

Only supported file types are synced:

  • PDF
  • Excel (.xlsx, .xls)
  • Word (.docx)
  • Images (PNG, JPG, JPEG)

Other file types (ZIP, MSG, etc.) are skipped.

Hidden or system files​

Files starting with . or ~ are ignored:

  • .DS_Store
  • ~$document.xlsx (temp files)

These are typically system files that shouldn't be synced anyway.