Document sync

Manage SharePoint connections.

Open this page from Scalar

In Scalar, open your firm's settings and choose Open document sync. Only firms you administer are available here.

Checking your Scalar session...

Connections

Create a setup link

Connect a SharePoint folder whose immediate subfolders are company names in this Scalar firm. Company names must match exactly.

Scalar firm

Choose the firm whose companies will receive these documents.

Connection label SharePoint hostname

For example, acme.sharepoint.com

Start syncing automatically after setup is verified

Setup link ready

Copy this link now. It will not be shown again.

Setup link

Documents sync into each matching company's SharePoint Docs folder at its latest measurement date, preserving nested folders. Connections and sync progress are saved, so syncing resumes after a restart. Pause auto-start before setup finishes, or pause and resume a verified connection below its details.