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Document sources let you index cloud storage folders — such as shared SharePoint sites — so their contents become searchable in Kris.

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Understanding templates and sources

The Document sources page has two sections:
  • Templates — shared SharePoint folders that are defined once and can be copied by anyone on your team
  • Your sources — the folders that are actually indexed and made searchable in Kris
You create a template to point at a SharePoint location, then copy that template into your own sources to start indexing it.
  • Only Admin users can create templates. Any user, admin or not, can copy an existing template into their own sources.
  • A template is only a pointer to a SharePoint site and document library. On its own it isn’t crawled — only a source is.
  • Copying a template only affects your own sources; it doesn’t add the folder for your teammates. Each person copies it individually.
  • Once copied, changes to the underlying SharePoint folder (files added, changed, or removed) reach you automatically on the next crawl — no action needed in Kroo.
  • Remove copy stops search for that one user only. The template itself stays available for everyone else to copy.
  • You can only access a copied source’s contents if your Microsoft Entra ID account has access to that SharePoint site — Kroo doesn’t grant access beyond your existing permissions.
Document sources page with Templates and Your sources sections

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Create a template

1

Open Document sources

In the Kroo App, open the Document sources page from the sidebar (the folder icon).
2

Start a new template

In the Templates section, click + New template in the top-right corner.
3

Fill in the template details

In the New Document Template dialog, provide each required field:
New Document Template dialog with SharePoint site selection
You must select a SharePoint site before the Document Library dropdown becomes available.
The SharePoint site field doesn’t show a preloaded list — start typing the site name to trigger the dropdown, then select it. Pasting the full SharePoint URL won’t work.
Folder Path is case-sensitive and must match the folder name exactly (for example, /Contracts/Active, not the full URL). Leave it blank to index the whole document library.
4

Create the template

Click Create. The new template appears in the Templates list with an ACTIVE status.

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Copy the template to your sources

Creating a template only defines the shared folder — nothing is indexed until you copy it into your own sources.
1

Copy the template

In the Templates list, find your template and click Copy in the YOUR COPY column.
Copy button in the YOUR COPY column of the Templates list
2

Confirm the source was added

The template now appears under Your sources with a TEMPLATE COPY badge and an ACTIVE status. Kroo begins indexing the folder — the DOCUMENTS count and LAST CRAWLED time update once the first crawl completes.
Your sources showing the copied template with TEMPLATE COPY badge
A newly copied source shows 0 documents and Never for last crawled until the first crawl runs. This can take anywhere from a few minutes to a few hours.
To stop indexing a template you copied, click Remove copy next to it in the Templates list.

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Support

If you run into issues setting up document sources, contact implementations@getkroo.com.