MS365 Integration

1. Login to your Compleye Online account.
2. Click “Manage my board” option, on the top-right corner of your dashboard.
   
3. Navigate to the Integrations section.
   
4. Click the Edit option on the top right corner.
   
5. Enable the integration by:
   • Ticking the box for the status.
   • Adding the exact URL of your site (e.g., https://example.sharepoint.com) in the space provided.
     
6. Save your changes.
   • Once saved, the status should change to Enabled and the site will display the URL of your documentation.
     
     

1. Once the configuration is successfully done, click Add New on the top right corner on Policies and procedures section.
2. Select Link to document on OneDrive.
   
3. A new window will open, allowing you to access your OneDrive documents.
   
4. Choose the document you wish to link.
   

   Once selected the document will be successfully linked to the relevant policy.

1. To edit a linked document:
   • Use the three-dot menu on the right side of the document link.
   • Select Open in MS365 and make your edits in OneDrive.
     
2. After editing, use the Review option to:
   • Review the current version of the document.
   • Approve the document by clicking the Approve button at the bottom.
     
   • The approved version will then be listed under “Annual Reviews & Approvals”.
     
3. How to Unlink Documents (If Needed)
   To remove a linked document, use the Unlink Document option.
          

By following these steps, you can successfully setup and manage integrations in Compleye Online while maintaining accurate and up-to-date documentation.

Important Notes:

• If you make changes to the original document in your environment, always review and approve the document to maintain accurate versioning of approved documents.