> ## Documentation Index
> Fetch the complete documentation index at: https://guide.getkroo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Document Sources

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

## 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.

<Frame>
  <img src="https://mintcdn.com/kroo/VNuSg1fs5XOdhXyM/images/document-sources/document-sources-home.png?fit=max&auto=format&n=VNuSg1fs5XOdhXyM&q=85&s=080af6287344a0521d3ddd73ebe35166" alt="Document sources page with Templates and Your sources sections" width="816" height="624" data-path="images/document-sources/document-sources-home.png" />
</Frame>

## Create a template

<Steps>
  <Step title="Open Document sources">
    In the Kroo App, open the **Document sources** page from the sidebar (the folder icon).
  </Step>

  <Step title="Start a new template">
    In the **Templates** section, click **+ New template** in the top-right corner.
  </Step>

  <Step title="Fill in the template details">
    In the **New Document Template** dialog, provide each required field:

    <Frame>
      <img src="https://mintcdn.com/kroo/VNuSg1fs5XOdhXyM/images/document-sources/new-template-modal.png?fit=max&auto=format&n=VNuSg1fs5XOdhXyM&q=85&s=a8e83e7e61c1c7186b7c544ce6b4ada8" alt="New Document Template dialog with SharePoint site selection" width="844" height="1078" data-path="images/document-sources/new-template-modal.png" />
    </Frame>

    <Info>
      You must select a SharePoint site before the **Document Library** dropdown becomes available.
    </Info>
  </Step>

  <Step title="Create the template">
    Click **Create**. The new template appears in the **Templates** list with an **ACTIVE** status.
  </Step>
</Steps>

## 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.

<Steps>
  <Step title="Copy the template">
    In the **Templates** list, find your template and click **Copy** in the **YOUR COPY** column.

    <Frame>
      <img src="https://mintcdn.com/kroo/VNuSg1fs5XOdhXyM/images/document-sources/copy-template.png?fit=max&auto=format&n=VNuSg1fs5XOdhXyM&q=85&s=5c80dc1c804b3532a50a0baf4799b953" alt="Copy button in the YOUR COPY column of the Templates list" width="854" height="708" data-path="images/document-sources/copy-template.png" />
    </Frame>
  </Step>

  <Step title="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.

    <Frame>
      <img src="https://mintcdn.com/kroo/VNuSg1fs5XOdhXyM/images/document-sources/template-copy-active.png?fit=max&auto=format&n=VNuSg1fs5XOdhXyM&q=85&s=57dcc80f3f50c58f8f23c2aed7aa3119" alt="Your sources showing the copied template with TEMPLATE COPY badge" width="820" height="540" data-path="images/document-sources/template-copy-active.png" />
    </Frame>

    <Info>
      A newly copied source shows `0` documents and **Never** for last crawled until the first crawl runs. This can take a few minutes.
    </Info>
  </Step>
</Steps>

<Tip>
  To stop indexing a template you copied, click **Remove copy** next to it in the **Templates** list.
</Tip>

## Support

If you run into issues setting up document sources, contact [implementations@getkroo.com](mailto:implementations@getkroo.com).