Frequently Asked Questions (FAQs): Sync to Data Room
Q What is sync to Data Room?
Synchronization (“Sync”) is the process of synchronizing two file stores so that they mirror or duplicate each other. In Diligentsia, this occurs using:
“Sync All” (entire repository), or
“Sync” (individual section)
These buttons synchronize your Diligentsia Data Repository with your connected Data Room (Drive, SharePoint, or Dropbox).
This includes reverse sync, where files added directly into your cloud Data Room are copied back into your Diligentsia Data Repository.
Q How do I sync my data repository to the data room?
Before syncing, you must complete a one-time connection to your chosen cloud provider. If you have not yet connected your Data Room, follow the Connect Data Room instructions first.
You can then choose between:
Sync All (sync entire repository), or
Section Sync (sync only one section)
Section sync is faster if you have only updated one section.
How to Sync a Single Section
Step 1 - Click the “Sync” button at the top of the relevant section.
Step 2 - The synchronization between your Diligentsia Data Repository and your cloud Data Room completes automatically within moments.
Step 3 - (Optional)
Click “View Data Room” to view the files in your cloud provider, or
Check the files in the File Manager
How to Sync All Files
Click “Sync All” at the top of your Repository.
All additions, deletions, and updates will be synchronized between the Repository and your Data Room.
Q What is "Reverse Synchronization(Sync)"?
Reverse Sync occurs when:
You add files directly into your cloud Data Room (e.g., copied from another folder), and
You then run Sync All or Section Sync
The system will:
Copy new files from the Data Room into your Data Repository
Reflect deletions made in the Data Room
Display synced files in a different colour in the File Manager (based on file origin)
You can view all synced changes in:
The File Manager, and
The Audit Log
You then sync as described below.
The files that you added to your Data Room then appear in your Data Repository - in a different color depending upon their source of origination. You can see the representation of each color in your file manager.
And you can see the files in the File Manager and the Audit Log:
Q: What cloud providers are supported?
You can sync to:
Google Drive
Microsoft SharePoint
Dropbox
Only one Data Room can be connected at a time.
Q: Can I selectively sync just one section?
Yes. Click the “Sync” button at the top of any section to sync only that section.
Q: Is there an Audit Log for syncing?
Yes. Each section has an Audit Log that records:
What was synced
When it was synced
Who initiated the sync
Q: Can I reverse a sync?
No. Once a sync has been completed, it cannot be reversed.
If there is an issue, contact support@diligentsia.co.uk.
Q: What do the different file colours indicate?
File colours indicate the origin of the file. You can view the colour legend in the File Manager.
Q: Can I sync files added directly to the Data Room?
Yes. This is handled automatically through reverse sync when you run Sync All or Section Sync.
Q: How do I view files after syncing?
You can:
Click “View Data Room”
Open the File Manager
Review the Audit Log
Q: How can I speed up a slow sync?
Sync individual sections instead of using Sync All
Ensure you have a stable internet connection
Avoid syncing very large volumes unnecessarily
Q: Can I automate syncing?
No. All sync processes must be manually triggered.
Q: What happens if a sync fails?
You can retry the sync. If the issue persists, contact support.
Troubleshooting: Sync to Data Room
Q: The sync process does not start after clicking “Sync All.”
Check your internet connection
Confirm your cloud provider is still connected
Retry the sync
If it still fails, contact support.
Q: Some files are missing after syncing.
Confirm files were properly allocated in the Repository
Ensure files are in supported formats
Re-sync the relevant section
Q: Can I pause an ongoing sync?
No. Allow the sync to complete before reviewing results.
Q: What if files are misallocated during sync?
Use the File Manager to manually move files to the correct section.
Q: Why is my sync taking longer than expected?
Possible causes:
Large file sizes
High volume of files
Slow internet connection
Try syncing individual sections instead of using Sync All.
Q: Can I sync to multiple cloud providers at once?
No. Only one Data Room can be linked at a time.
Q: Reverse sync is not working. What should I check?
Ensure files were placed in the correct Diligentsia Data Room folder in your cloud
Confirm the provider connection is active
Retry Sync
If issues persist, contact support.
Q: What if sync fails mid-process?
Retry the sync. If it fails again:
Check your internet connection
Verify cloud provider permissions
Contact support if necessary
Q: How do I verify that everything synced successfully?
Review:
The File Manager
The Audit Log
Q: My cloud provider is not appearing as a sync option.
Confirm you are connected to a supported provider
Reconnect the provider if necessary
Q: File colours are not updating after sync.
Refresh the File Manager view.
Q: Sync created duplicate files. What should I do?
Use the Deduper feature in the File Manager to identify and manage duplicates.
If syncing issues persist, contact Diligentsia support via the website chatbot or email support@diligentsia.co.uk.