Integrating SharePoint Modern with Policy & Procedure Management
Important: The SharePoint Integration add-on is included with in your Policy & Procedure Management license, but it is not enabled by default. To enable it, contact NAVEX Customer Support by submitting a request in the Community.
You can configure Microsoft SharePoint Portal Server to access Policy & Procedure Management documents using either SharePoint Modern Search App or Page Viewer Web Part. Both methods provide a way to search and access Policy & Procedure Management documents. Each method has unique functionality, as shown in the table below.
|
Feature |
SharePoint Modern Search App |
Page Viewer Web Part |
|---|---|---|
|
Search Policy & Procedure Management documents from within SharePoint Modern |
X | X |
|
Access documents with All Users and Public security levels |
X | X |
|
Single search for both SharePoint and Policy & Procedure Management with results on the same web page |
X | |
|
Access documents with restricted security levels (specifically allowed users only) |
X |
Product Information
Copyright
This publication was written and produced at NAVEX Global, Inc., Lake Oswego, Oregon. This publication or any portion thereof is confidential and/or proprietary and may not be reproduced or used in any manner whatsoever without the express written permission of NAVEX Global, Inc.
Copyright © 2025 NAVEX Global, Inc. NAVEX Global® is a registered trademark/service mark of NAVEX Global, Inc. The NAVEX Global® logo is a trademark/service mark of NAVEX Global, Inc. Unauthorized use of NAVEX Global, Inc.’s trademarks/service marks is strictly prohibited without prior written permission from NAVEX Global, Inc.