Outlook & SharePoint Integration
Outlook Integration
Section titled “Outlook Integration”Document Intake
Section titled “Document Intake”Users can forward compliance documents (COIs, BAAs, FROIs) to a designated AlignSure intake email address. Documents are automatically:
- Received and parsed
- Classified by document type
- Queued for AI analysis
- Routed to the appropriate reviewer
Calendar Sync
Section titled “Calendar Sync”Compliance Calendar deadlines can optionally sync to individual reviewer Outlook calendars. This is a read-only sync — AlignSure adds calendar entries but does not modify existing Outlook events.
SharePoint Integration
Section titled “SharePoint Integration”Compliance Document Library
Section titled “Compliance Document Library”AlignSure can connect to a designated SharePoint document library to:
- Retrieve documents for compliance review
- Store approved evidence packages
- Maintain version-controlled compliance documentation
Document Metadata
Section titled “Document Metadata”When AlignSure processes a document, it reads and preserves Microsoft metadata:
- Author
- Created date
- Last modified date
- Last modified by
This metadata becomes part of the document’s evidence lineage within AlignSure.
Configuration
Section titled “Configuration”Both integrations are configured in Settings → Integrations and require appropriate Microsoft 365 permissions to be granted during initial tenant connection.