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Connect file storage integrations

File storage integrations connect Nomic to systems such as SharePoint and Egnyte. They are available on Business and Enterprise. Individual plan users upload files instead — see Upload files.

Before you start​

Decide:

  • Which folders should be visible in Nomic
  • Who should have access to those folders
  • Whether users need personal account connections
  • Which folders should be indexed immediately
  • Which folders should only sync metadata until needed

Start narrow. It is easier to add more folders later than to clean up a broad sync that included too much.

  1. Connect the integration from Admin -> Integrations.
  2. Authorize with the account your team has approved for crawling or syncing.
  3. Select a small, useful folder first.
  4. Confirm the folder appears in Nomic.
  5. Confirm permissions with two users who have different source-system access.
  6. Index the files users need for the first workflow or training session.
  7. Add larger folders after the first test succeeds.

What integrations sync​

A file-storage integration syncs files and folders the connection can read from the source system. It does not mirror every screen or live editing session in that product.

  • Source edits show up in Nomic as new file versions on the connector's sync schedule, not while someone is still editing. Wait for the new version to sync and finish indexing or BIM preparation before running a review that depends on it.
  • For Autodesk Forma, the connected service account needs at least View + Download on the folders you sync. A published sheet or model view with no downloadable source file does not arrive in Nomic as a file Assistant or a workflow can review. Setup details: Autodesk Forma integration onboarding.
  • IFC / IFCZIP review uses a specific exported or synced model version. After the model changes, publish or export the new version and let it sync (or upload it). Nomic prepares that version the next time you open or query it; it is not a live BIM authoring session.

Uploading a revised copy directly creates a separate file in Nomic. Direct uploads are not linked back to the source file, even when the name matches.

Permission checks​

Nomic follows the source system's permissions. A user who cannot open a folder in SharePoint or Egnyte should not expect to see that folder in Nomic.

For an early test, choose:

  • One shared folder that several users can see
  • One restricted folder that only a smaller group can see

Ask both groups to confirm what they can and cannot see in Nomic.

Folder selection tips​

  • Prefer project, discipline, or standards folders over a root drive.
  • Avoid syncing personal or administrative folders unless they are intentionally in scope.
  • Keep training data small and representative.
  • Use projects to give users a clean place to work with the synced files.