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Integration with OneDrive - Cloud Storage Solution
Integration with OneDrive - Cloud Storage Solution

Instructions for using One Drive (SharePoint) with the Insert File and Attachments features

Dan Sargeant avatar
Written by Dan Sargeant
Updated yesterday

Way We Do allows you to lookup and link to files in cloud storage solutions such as OneDrive directly from the "Attachments" and "Insert file" functions.

Note: this feature is also used to access SharePoint

Insert File

The Insert file function allows you to insert a file into the content of your procedure. When you click the file, it will download to your computer.

To add documents directly from OneDrive, follow these steps:

  • Click on "Insert File" paperclip icon from the Edit Toolbar when editing a procedure

  • Select Cloud Storage and choose OneDrive

  • Select Connect

  • Login to your OneDrive using the required credentials

  • Based on your organizations set up of OneDrive, you may have to request permission, for example in the below screenshot

  • Once logged in (including after access is granted), you will be able to browse your OneDrive

File Security:

Security of files will depend upon the restrictions you place on the document within OneDrive. Be sure to setup any required restrictions within OneDrive prior to linking to the document from within Way We Do.

Attachment

When you add a document from OneDrive as an Attachment, it will not sit within the content of the procedure, but will be accessible via the Attachments section.

  • Select the + Upload File dropdown and choose OneDrive

  • Select Connect

  • Login to your OneDrive using the required credentials

  • Based on your organizations set up of OneDrive, you may have to request permission, for example in the below screenshot

  • Once logged in (including after access is granted), you will be able to browse your OneDrive

File Security:

Security of files will depend upon the restrictions you place on the document within OneDrive. Be sure to setup any required restrictions within OneDrive prior to linking to the document from within Way We Do.

Configuration of OneDrive

The following instructions are relevant to those employees that act as Office 365 (Entra) admins for your organization.

Your may need to provide permission to access OneDrive / SharePoint via Way We Do.

We recommend you change your Admin Consent Permissions to allow users to request admin consent to apps.

This will create a workflow to your Office 365 (Entra) admins who will be able to grant permission when required.

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