📚Document Integrations

Bring and sync your existing documents from Google Drive, Microsoft Sharepoint and OneDrive, and Confluence into Affinity.

Affinity provides integrations into major document repositories to allow you to bring your documents seamlessly into Affinity for purposes of enhanced training building, a knowledge repository for your learners, policy management, and more.

Currently the following integrations are available:

• Google Drive

• Microsoft Sharepoint

• Microsoft OneDrive

• Atlassian Confluence

Admins of Affinity are able to connect to these systems and import documents on demand and keep them synced over time.

This is a "read only" integration which means Affinity will only read data which you provide from these integrations. It does not write back to them.

Getting Started

To get started, go to the Integrations section nested under the Cora side navigation.

This tab will show you:

• Available Integrations

• Active Integrations

• Synced Documents

Available Integrations

These are the integrations which Affinity makes available for you and any other admin to utilize. In the image above, we have enabled each of the integrations, so we see the green outline and checkbox. If you have not yet connected to any of these integrations, you will see them as blank.

To start a connection with an avaialble integration, simply click on it and you will be taken to the integration specific page.

Connecting to an Integration

On each integration specific page, you will see three tabs:

• Connection Status

• File Picker

• Sync History

Connection Status

In the connection status tab, you will see your own active connection, if any. If you have never connected, there will be a button to connect your account. You need to follow each integration providers steps to connect successfully. This requires going through the "OAuth" flows and granting the appropriate permissions so that Affinity can read and download files which you select.

For some integrations, you may need your IT administrator to grant you privileges. This is often the case with the Microsoft integration.

You can reset or disconnect your integration at any time. When you disconnect or revoke your integration, we will no longer be able to pull the data and all files will be unsynced. They will however, still be available in Affinity unless you delete them.

File Picker

Once connected, you will use the file picker to choose the files you want to sync. Open up the picker and select a handful of files and then proceed to click the save selected files to begin the sync. This can take anywhere from 10 seconds to a minute per file usually. As the file processes, you will see a progress bar increase so you understand how much longer you need to wait for it to finish.

Sync History

Your files will automatically sync every few hours to stay up to date. You can also run a manual sync at any time for your connection. The results of the sync will show in the table.

Active Integrations

Active integrations will show all integrations all admins of your organization have connected. For your own integrations you can click on the "eye" icon to take you to that integrations page. For safety reasons, all admins can revoke an integration at any time.

Synced Documents

All of your synced documents across your organization will show up here. You can search and filter by name and integration type and author.

The actions let you open up the document, perform an immediate resync or delete it. You can also toggle on or off these documents for Cora AI purposes.