Add a SharePoint source to the knowledge fabric

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You can add a SharePoint source via the built-in SharePoint connector and surface content for knowledge configuration in Agent Copilot, Virtual Agents, and AI Guides. 

Add the source and configure general settings

1. Click Menu > Knowledge > Sources. The Sources view opens.
2. Select the Fabric Sources tab.
3. In the Fabric Sources tab, click Add Source. The Source setup view shows the available source types.
4. Choose SharePoint as the source type and click Next. The Source setup view shows the General settings section. 
5. Under Source name, add a meaningful name for the SharePoint source integration.
6. Under Connection settings, choose one of the following options:
   • Use existing connection: This option allows you to select an existing SharePoint connection, which reduces the time taken for setup and authorization
   • Create new connection: This option allows you to set up a new SharePoint connection by selecting and authorizing an integration provider
7. To create a new connection, follow these steps:
   1. In the New connection name field, enter a meaningful connection name.
   2. From the Integration Provider drop-down list, select the required integration provider. Each connection has a status that indicates whether the connection is functioning properly or not.
      Note: If you do not have an integration provider, you must add one. For information on how to add a SharePoint integration provider, see Add a SharePoint knowledge source integration provider.
   3. Click Authorize connection. A confirmation dialog box appears for you to authorize. 
   4. After the authorization is successful, you can select the newly created connection for your SharePoint source.
8. Under Existing connection, choose one of the previously configured connections.
9. Click Next to proceed to the Content selection section.

Select SharePoint content and configure sync settings

1. Under Sharepoint site, select the site associated with your connection.
2. Under Folder selection, click Select folders. The Select folders dialog box appears.
3. Select the folders that you want to sync from the SharePoint site.
   Note: You can select up to 17 folders. If a selected folder contains subfolders, the subfolders are automatically included and they do not count toward the 17 folder limit.
4. Under Sync settings, select one of the following sync types:
   • Scheduled: The system syncs content at defined intervals.
   • Manual: You must manually trigger the synchronization process.
5. If you chose Scheduled sync in the previous step, follow these steps to set up the sync interval and timing. 
   1. Under Sync interval, choose either hours or days and then set the exact sync frequency in the Sync every X (hours) or Sync every X (days) field.
   2. Under Sync start time, select the time of the day during when the sync must happen.
   3. Under First sync after setup, select the time when the first sync must happen after you complete the setup. 
6. Click Next to proceed to the Source review section.
7. Review the source configuration such as the connection name, selected content, and sync settings. If you are satisfied with the setup, click Save changes to add the source.

Supported file types and size

All supported files within the selected folders are included automatically. 

The following file formats are supported:

• PDF
• DOC / DOCX
• HTML
• CSV
• XLS / XLSX
• MD
• TXT

Each document must be a maximum of 50 MB in file size. Any file that exceeds the size limit is excluded from synchronization.

Content guidelines

• Clarity: Write in clear, concise language. Avoid jargon unless necessary.
• Structure: Use headings, bullet points, and short paragraphs for better readability.
• Context: Provide enough context in each section so that chunks are meaningful when isolated.
• Consistency: Use consistent terminology and formatting across documents.
• Language: Use a single language per source connection.

Handling tables, images, and non-text content

The system ingests and indexes only the text for search and answer generation. It converts tables into text where possible while ignoring images and non-text content.

Best practices to follow for different types of content:

• Tables: Use simple tables with proper labels. Ensure that important information is also present in the surrounding text.
• Images: Add descriptive alt text or captions for images. Though not indexed, these captions may help users.
• Non-text content: Summarize key points from diagrams or multimedia in the main text.

For more information about optimizing content and improving retrieval, see Knowledge fabric: key concepts and content strategies.