Integrating SharePoint 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 Federated Search 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 |
Federated Search |
Page Viewer Web Part |
|---|---|---|
|
Search PolicyTech documents from within SharePoint |
ü |
ü |
|
Access documents with All Users and Public security levels |
ü |
ü |
|
Single search for both SharePoint and PolicyTech with results on the same web page |
ü |
|
|
Access documents with restricted security levels (specifically allowed users only) |
|
ü |
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