Available December 3rd to early adopters currently attaching evidence to audits. Coming soon to all Thoropass users.
⚠️ Currently, the "Recommended Evidence Feature" is in development but coming soon in the next couple weeks!
Use labels in SharePoint Online to make your documents available in Thoropass as connected documents. Labels also allow you to use optional mapping codes so your files appear as Recommended Evidence in the correct evidence requests.
You complete this setup in the SharePoint document library you connected during your Microsoft 365 integration. Thoropass scans only the site you selected during integration.
To create the ThoropassSync column (Library owner setup)
Library owners must create a column in the connected document library. Thoropass uses this column to read labels and mapping codes.
To create the column:
Open the SharePoint document library you connected to Thoropass.
Select Add column.
Choose Choice as the column type.
(Reference: Microsoft’s instructions for creating a column —
https://support.microsoft.com/en-us/office/create-a-column-in-a-list-or-library-2b0361ae-1bd3-41a3-8329-269e5f81cfa2)Name the column thoropasssync (Case insensitive).
Add at least one choice, such as Misc.
The column must always have a value or the file will not sync.
Turn on Can add values manually.
This allows users to add mapping codes later.Set Default value to Misc.
Under Display choices using, choose Drop-Down Menu.
Turn on Allow multiple selections
(recommended so users can assign more than one mapping code).Select Save.
Your users can now apply mapping codes or use the default value.
Example:
To label files with the ThoropassSync column (user steps)
After the column is created, any user with access to the library can apply values to their files.
You can update labels:
Using the file’s details pane
Right-click a file.
Select Details.
In the Properties panel, enter one or more values in ThoropassSync.
Select Save.
Bulk editing multiple files
Select several files.
Open the Details pane.
Add a ThoropassSync value.
Select Save.
Adding new mapping codes to the column
Open the ThoropassSync column menu.
Select Column settings → Edit.
Add additional choices that match mapping codes from your audit.
Select Save.
Mapping codes are case-insensitive in Microsoft 365 and support spaces and hyphens.
Always copy mapping codes directly from Thoropass.
To use mapping codes with Connected Documents
Mapping codes help your documents appear as Recommended Evidence during your audit.
Open your audit.
Hover over Document Sync Integrations.
Select View Mapping Codes.
Copy the Microsoft 365 version of your audit’s mapping codes.
Apply them as values in the ThoropassSync column.
If you run a new yearly audit or use multiple audits, update the column’s choices to match the new audit’s mapping codes.
Integration note
Thoropass will only read files with the ThoropassSync column if they are stored in the SharePoint document library within the site that was selected during Microsoft 365 integration. Files stored outside that library—even within the same site—are not scanned and will not appear in Connected Documents.