Overview
Customers who have been selected for this beta feature can sync certain artifacts from their Drata Evidence Library into SafeBase's Documents section. There are some key limitations within the current beta:
Only evidence in the primary Drata workspace will be synced
Your Drata tenant must be hosted in the North America (NA) region
The Drata Evidence Library artifact must have a
filesource. Further, the raw file format must be supported by SafeBase. The supported formats are the same as for manually upload documents:Accepted file types in SafeBase:
avif,csv,doc,docx,gif,jpeg,jpg,json,pdf,png,svg,tiff,txt,webp,xls,xlsb,xlsm,xlsx,zipMax size per file: 75 MB
New Evidence Library Layout
Drata personnel will apply certain settings on your Drata tenant and SafeBase organization to enable the sync. You must also ensure the Drata integration in SafeBase's Settings area is connected (it is OK if the three individual toggle are off).
Once these settings are in place, you will see a new column called "SafeBase Trust Library Status" in Drata's Evidence Library table view.
You will also see a new tab called "SafeBase Trust Library" within the view of a single artifact.
Bulk Sync
In the main table view of Evidence Library, use the Filters button at the upper left and choose Source -> File. Apply other filters as needed. Use the checkboxes in the left column to select at least one artifact. Now, a "Sync to Trust Library" button will appear above the table. Click this button.
In the modal, choose to mark selected pieces of evidence to be Synced or Not Synced. Selecting Synced will display the toast message that the sync is in progress.
Note: We recommend using the filter above to only sync artifacts with files that are supported in SafeBase. If other unsupported artifacts are chosen to be synced, you will still be able to proceed to the modal and will still see the success toast message.
The table will update the "SafeBase Trust Library Status" to "In progress" for all pieces of evidence that are being synced.
Any pieces of evidence that are not eligible to be synced will remain as - for the
SafeBase Trust Library Status.
Once the syncing is complete, refresh the page to see that that the "SafeBase Trust Library Status" field now shows "Synced."
Individual Sync
Within the view of a single artifact, you will see a new field labeled "SafeBase Trust Library Status" as well as a new tab labeled "SafeBase Trust Library."
Click into the "SafeBase Trust Library" tab. You will see the current sync status of this artifact. Click the Edit button to turn the sync on or off.
Check the box to sync the current artifact, or uncheck it to turn off the sync. Then click Save.
Sync When Adding Evidence
On the main Drata Evidence Library screen, click the Add Evidence button at the upper right. In the Artifact -> Source dropdown, choose "File." Then attach a file of one of the supported formats. You will now see a "Sync this evidence's current artifact to SafeBase Trust Library" checkbox at the bottom of the "Artifact" section of the drawer. Check that box to sync this artifact.
