Selective Sync of Documents to SharePoint

Overview

The Selective Sync to SharePoint feature allows users to sync specific documents instead of syncing everything at once. However, this feature has a dependency: a bulk sync must be completed first before selective sync can be used.

Key Features

• Bulk Sync to SharePoint – Syncs all documents to a defined folder

• Selective Sync – Allows syncing only selected documents

• Separate Folder Configuration – Bulk sync and selective sync are stored in different SharePoint folders

• Fallback Naming Logic – Ensures documents still sync even if document type is not defined

Important Notes

• Selective sync will not work unless a bulk sync has been completed first

• Folder paths are pre-configured at the enterprise level

• Naming conventions are not user-configurable

• Unknown document types will still sync using a default naming convention

Step-by-Step Guide

Step 1: Perform Bulk Sync

1. Navigate to the Document Collection section in Infinity

2. Click on “Sync to SharePoint”

3. Wait for the sync process to complete

   • This may take a few seconds depending on the number of documents

4. Once completed, documents will appear in the configured Bulk Sync folder in SharePoint

Step 2: Confirm the bulk sync completed successfully

1. After the bulk sync finishes, verify that the documents appear in the configured bulk sync folder in SharePoint.

2. Open your SharePoint site

3. Confirm that documents have been successfully synced

Step 3: Use Selective Sync

1. After the bulk sync finishes, in the Document Collection section, click “Select”

2. Do not proceed until the initial sync is fully complete.

3. Choose the specific documents you want to sync

4. Click “Sync to SharePoint”

5. Selected documents will now sync to the Selective Sync folder

 

Step 4: Verify the selected documents in SharePoint

• Open SharePoint and confirm the selected documents appear in the correct sync folder.

• Check that only the chosen documents were synced.

• Use this final review to ensure the sync was completed accurately.

 

Folder Configuration

• Bulk Sync Folder → Used for syncing all documents

• Selective Sync Folder → Used for syncing selected documents only

These folders are configured via system settings and cannot be modified by end users.

Naming Convention

• Documents follow a predefined naming logic set at the enterprise level

• If a document type is recognized → standard naming is applied

• If a document type is not recognized → a default naming convention will be used (fallback)

FAQs

Can I use Selective Sync without Bulk Sync?

No. Bulk sync must be completed first.

Can users customise folder names or structure?

No. This is controlled via enterprise configuration.

What happens if a document type is missing?

The system will still sync the document using a default naming format.

Does selective sync affect other features, like downloads or previews?

No. Selective sync only impacts how documents are sent to SharePoint, not how they behave within Infinity.

Summary

• Always perform Bulk Sync first

• Use Selective Sync for specific document uploads

• Expect separate folders for bulk and selective sync

• Naming is system-controlled, with a fallback in place