Evidence Management: Evidence Repository Folder Synchronization
This release introduces a new capability to synchronize evidence directly from document repositories such as SharePoint, Confluence, and Google Drive.
With this enhancement, evidence can be automatically ingested from the document management systems your teams already use, reducing the need for manual uploads while ensuring compliance evidence stays up to date.
Configure Document Management Receptors
The first step is to configure one or more document management receptors, which are used to connect your document repositories and enable folder synchronization.
Once configured, these receptors allow the system to scan repository folders and import evidence files into the Trustero platform.
You can view and manage receptor scans and repository folder scans directly from the Evidence page under the Automated Scans tab.
This information is also accessible from the top-level Integrations → Receptors menu.
Add Folder Scan
Once your document management receptor is configured, you can use the same menu to add a folder synchronization scan. If there are multiple repositories of the same type, you will see the name of the repository in the drop down menu.
Select Root Folder to Synchronize
Use the document repository’s file picker to select the root directory you would like to synchronize.
Add and Configure Folder Scan
From the selected root folder, you can scan all subdirectories or selectively choose which directories to include when searching for files. You can also apply file filters to import only documents that match a specific pattern, such as *Meeting* or Policy*.
View Folder Scans
After a folder scan is configured, the selected directory is scanned recursively, and all discovered documents are imported into the Trustero system as evidence.
You can view your configured folder scans from the Automated Evidence tab or from the document management receptor details page.
Map Evidence to Controls
Once evidence is imported, Trustero automatically analyzes it and suggests relevant control mappings using our AI-powered Evidence-to-Control mapping capability.
Open the Suggested Controls tab to review recommended control matches. With a single click on the plus icon, you can assign the evidence directly to the suggested control.
(Note: We will be covering the new evidence-to-control matching capabilities in more detail in a separate announcement.)
Schedule Document Receptors
Any changes to existing documents, as well as newly added files within synchronized folders, are automatically detected and imported the next time the document management receptor runs.
By default, document management receptors run on the same weekly schedule as other evidence receptors. If more frequent synchronization is required, you can configure a custom schedule to ensure documents are imported in a timely manner.
This new folder synchronization capability makes it easier to incorporate existing documentation workflows into your compliance program. By automatically importing evidence from document repositories, teams can reduce manual uploads while ensuring that compliance evidence stays current as documentation evolves.
Try it Today
The new Trustero Document Repository Folder Synchronization feature is available today. Log into your Trustero account to explore the capabilities of multi-agent GRC.