Quickly find the most current version of any document template without browsing SharePoint folders.
You need the correct document template—Certificates of Good Standing, NOCs, Registers of Extract—without navigating SharePoint folder hierarchies or risking an outdated version. Glean indexes your SharePoint folders and surfaces templates, so you spend less time hunting and more time processing cases.
This guide shows you how to query Glean for a template, verify its currency, and flag outdated files for update.
Conduct a monthly review of Glean Analytics to identify gaps, update documentation, and share changes with the team.
Regularly audit Glean search results to ensure they match the current correct procedure and identify outdated documentation.
Set up manager-approved verified answers for the most common and highest-risk questions to ensure team consistency.
Open Glean and type your search query in natural language.
Example: Find the current template for a Certificate of Good Standing.
Glean returns the template file with a direct link to open it in SharePoint.
Check the file metadata or version history if you need to confirm it is the most recent version.
If the template appears outdated, flag it to your manager so the file can be updated and re-indexed.
**Scenario:** You need the NOC template for [a target activity type]. 1. Open Glean and type: `Find the current template for a NOC.` 2. Glean returns a template file with a SharePoint link. 3. Click the link and check version history in SharePoint. 4. Review the last modified date to assess currency. 5. You open the template and begin drafting the NOC for [target company]. **If outdated:** You notice the template references a deprecated form field. You contact your manager with the file link and a note describing the issue.
Find the current template for a [document type, e.g. Certificate of Good Standing / NOC / Register of Extract]. Confirm this is the most recently updated version.
Search email and Teams history to get fully briefed on a case before meeting with Compliance or other departments.
Compare written SOPs against how cases were actually processed to identify gaps between documented procedure and real practice.