What Qualio reads from Confluence, and what you pick from SharePoint
Confluence
Qualio reads each page in the space you choose: title, body, space, current or archived, link, author, last editor, version number with its message and the created and last modified dates. Embedded files come in as attachments.
SharePoint and OneDrive
Qualio reads nothing on a schedule. When you create a document in Qualio you can pick a file from SharePoint or OneDrive, and it arrives as a Qualio document with its name, link and last modified time.
Connect Confluence or SharePoint
Confluence
Connect with your Confluence URL, an email address and an Atlassian API token, the same one Jira uses. Choose the space, a framework or a register for its pages, and a rule on any page field if only some count. Preview, save, and Qualio reads the space at once and checks it every hour.
SharePoint and OneDrive
An admin enters your Microsoft tenant domain and approves Qualio's app once. From then on anyone creating a document in Qualio can pick a file from SharePoint or OneDrive. There is no schedule to set.
What a page or a file becomes in Qualio
Qualio assesses each Confluence page clause by clause for every standard you are audited against, with a recommendation on any gap, and reassesses it when the page changes.
A file picked from SharePoint becomes a controlled document. Your team reviews and approves it in Qualio, it takes effect on the date the approver sets and retraining goes out that day.
On audit day you export the audit pack by clause, with the Confluence pages and approved documents behind each one.
Where it stops
Comments, earlier versions, attachments that are not embedded and personal spaces stay in Confluence. Qualio writes nothing to Confluence, SharePoint or OneDrive. Pages stay in Confluence and files stay in SharePoint.
When the token expires
If the Confluence API token expires or is revoked, the connection shows as Disconnected at once, reads pause and a banner on Qualio's Integrations page says so. Reconnect and reads pick up where they stopped. Qualio sends no email.
Deletions
Qualio retires a page deleted in Confluence within about six hours and removes the files that came in with it. A file deleted in SharePoint changes nothing in Qualio, because the document Qualio made from it is a copy.
One page failing
If one page fails to read, Qualio skips it, notes it in the activity log and reads the rest of the space.
