Enable OneDrive auto-sync

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Note:

This is our Enterprise feature. If you are interested in enabling it, please contact our sales team.

1. Click the three dots next to your agent’s name, then select Build.

2. In the OneDrive documents section, find your connected documents, click the three-dot menu next to them, and select Auto Sync.

3. Toggle Auto Sync Enabled to the right to activate auto-sync.

4. Click Great to confirm

5. (Optional) Toggle Keep PDFs for viewing to save a copy of each PDF added to your agent. Users can then open PDFs directly in the citation viewer or download them when cited in agent responses.

6. Click I understand to confirm

6. Click Update settings. Once Auto-Sync is enabled, any changes, additions, or deletions in your OneDrive documents will sync instantly whenever a file changes.

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To learn more about the Keep PDFs for viewing feature, see Save PDFs from SharePoint or OneDrive for Viewing.