# File-Level Syncing

This feature allows users to sync file-level privileges based on various access-level privileges, including Users, Business Units (BU), Parent-Child Business Units (PCBU), Organization (Org), or none. It ensures that files uploaded through real-time migration are checked and synced according to these access-level privileges. Whenever a real-time note is added, it will only be visible to the access holders based on the specified access-level privilege.

{% hint style="info" %}
**Note:** These file-level privileges at the CRM annotation level are synced on SharePoint.
{% endhint %}

**Configuration**

In **SharePoint Security Sync**, navigate to **Entity Configuration**

Click on **New** to create an entity configuration of Annotation

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2Fr2bMRUYeWd6PgpoUFfN4%2F1.png?alt=media&#x26;token=83405a3b-bece-4a85-844d-ac83a4d97f82" alt=""><figcaption></figcaption></figure>

Enter Note inside **Entity Name** Field

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FDxOL3EQ7sjB5TELDNmZL%2F2.png?alt=media&#x26;token=172d0c48-3104-4eec-962d-9d5369f55ea0" alt=""><figcaption></figcaption></figure>

Click on **Save & Close**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FhTvkQN2sDSOPzqrrPwVw%2F3.png?alt=media&#x26;token=89bf48fd-cc9a-4ee0-b097-c90f357db8cb" alt=""><figcaption></figcaption></figure>

Example

Consider two users, Harry and James, both belonging to the same **Business Unit (BU)**. They have:

* **BU-level** access privilege to Opportunity

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FDKoHGx2NKK3TVYzGCeC0%2F4.png?alt=media&#x26;token=0d374115-4660-47a6-908d-31469f4f08bd" alt=""><figcaption></figcaption></figure>

* **User-level access privilege to Notes**

**For Example**

**Harry** creates an **Opportunity record** and adds a note attachment to the timeline.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FzC7yAV1rACR8X4Z46FQM%2F5.png?alt=media&#x26;token=ee78903a-146c-43b3-a239-037f395c6251" alt=""><figcaption></figcaption></figure>

The file got migrated to SharePoint through **Real-time migration**.

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FebKrjxftckKlgQMYae29%2F6.png?alt=media&#x26;token=7401c6f7-57b4-40ea-9490-266f680aa87c" alt=""><figcaption></figcaption></figure>

**James** can see the same **Opportunity record** in CRM and SharePoint since he has **BU-level privileges** on the **Opportunity entity**.

However, the **note attachment** is not visible to James because he has **user-level access privileges** for **notes**.

**James’s Point of View:**

**On CRM -**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2F4R9TB8rCXECcS6RX1XSe%2F7.png?alt=media&#x26;token=ddba1a65-6c23-45f1-ae3f-affd489e1e3d" alt=""><figcaption></figcaption></figure>

**On SharePoint -**

<figure><img src="https://272130504-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-M0QoyqUVI8_HaZ9FOSL%2Fuploads%2FwRZXJjYUo1aA0Ezx2Ys9%2F8.png?alt=media&#x26;token=50c7cdce-e2a1-449b-862f-dcf6555a1552" alt=""><figcaption></figcaption></figure>
