Way We Do allows you to lookup and link to files in Google Drive, Box.com, and Dropbox directly from the "Attachments" and "Insert file" functions.
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
Attachments: this feature allows you to add documents as an attachment to the Way We Do procedure i.e. it is not part of the procedure content, it is accessible via the Attachments icon
To add documents directly from Google Drive, Box.com, or Dropbox, follow these steps:
Insert File
When in Edit mode, click on "Insert File" paperclip icon from the Edit Toolbar when editing a procedure
Attachment
On a Draft, In Review, or Published procedure, select the Attachment icon, then use the + Upload File dropdown
The following steps are the same for both Insert File & Attachments
Select Cloud Storage and choose the relevant cloud storage solution
Note: OneDrive has separate instructions, located here
Dropbox.com
When you choose Dropbox.com as your cloud storage option it will open a login screen
Enter your credentials and select Continue
Box.com
When you choose Dropbox.com as your cloud storage option it will open a login screen
Enter your credentials and select Continue
Google Drive
When you choose Google Drive as your cloud storage option it will open a pop-up, select Authorize
It will display your available Google accounts, select the relevant one, or
Choose Use another account to enter the details of a different account to connect to
Important Information About Integrated Files
You can insert any file type from your cloud storage into Way We Do, including various types of images, videos, charts, spreadsheets, and documents.
After being inserted, most file types will appear in your manual as a direct link to the file in storage. However, some storage systems allow certain file types to be embedded directly into your content and still be integrated. One such case is PDFs stored in Box.com - these files can be embedded so that they show an image in your manual rather than a link.
Files that are uploaded from cloud storage will still have the same permission settings, and any user that tries to view the file will be prompted to log into their cloud storage account to access them. If you want users to be able to view the content, you must first give them permission, or make the file public. Additionally, Way We Do staff, including support staff, will NOT have access to these files unless you have granted them permission.