Troubleshooting SharePoint / OneDrive Integration with August

Troubleshooting SharePoint / OneDrive Integration with August

Use this guide if you are experiencing issues connecting your firm’s SharePoint or OneDrive repositories to August. It outlines common causes of integration failures and provides clear steps to resolve them.

Overview

Integration with SharePoint or OneDrive allows your firm to bring existing documents into August while keeping structure, permissions, and access rules intact. Because cloud storage systems depend on user permissions, network stability, sync clients, and configuration settings, issues can occur.

This guide explains:

• Common causes of integration problems
• Step by step troubleshooting for users and admins
• When to escalate to IT or a DMS administrator

Common Issues After Integration

Step by Step Troubleshooting

1. Verify Permissions and Library Configuration

• Confirm you have correct permissions in the SharePoint or OneDrive library
• Confirm the library supports syncing
• Review site or tenant restrictions such as external sharing rules, guest access limits, or DLP settings
• Ensure the repository is allowed under your firm’s internal policy

2. Check Sync Client and Local Setup

If you are using the OneDrive or SharePoint sync client:

• Update your sync client to the latest Microsoft 365 version
• Avoid syncing very large or deeply nested libraries all at once
• Remove unsupported characters from filenames, such as * / \ < > : ? | "
• Check for overly long folder paths and shorten where possible
• If sync appears stuck, unlink your device, sign back in, and resync to clear credential or cache issues

3. Use Manual Download or Upload When Necessary

If sync continues to fail:

• Download needed files directly from SharePoint or OneDrive through the web
• Manually upload the files into August

Manual upload avoids sync client dependencies and is often best for critical documents or large files.

4. Monitor for Throttling or Library Limits

SharePoint and OneDrive may slow or restrict syncing when:

• Libraries contain very large numbers of files
• Folder structures are extremely deep
• Indexing or search limits are reached

If you suspect throttling, coordinate with your DMS administrator to reorganize or break up oversized libraries.

5. Clear Cache or Reset Sync Client

If sync continues to fail:

• Use the Repair or Reset option in the OneDrive sync client
• Re authenticate and re establish the connection
• Attempt the sync again

This often fixes hidden cache or configuration problems.

What Administrators Should Verify

Admins should check:

• Whether the SharePoint library allows sync under Advanced Settings
• Whether folder permissions or external sharing rules are preventing August access
• Library size, nesting depth, and document count
• Firewall, VPN, or endpoint security rules that may block sync traffic
• That files comply with naming conventions and path length requirements

When Manual Upload Is Preferable

Use manual upload instead of syncing when:

• The library is very large or deeply structured
• Frequent version conflicts occur
• You only need a small subset of documents for a Matter
• Sync is restricted under firm policy

Manual upload ensures a clean and direct transfer, especially when reliability is important.

Summary and Best Practices

• Confirm permissions and library settings before linking
• Keep sync clients updated and avoid syncing oversized libraries
• Watch for filename or path length restrictions
• Reset the sync client if necessary
• Use manual upload for sensitive or critical matters where sync reliability is uncertain
• Admins should monitor library size, sharing policies, throttling, and configuration settings

Following these steps helps keep August and your document management system integrated smoothly.