What is OneDrive?
OneDrive is a cloud-based file hosting and synchronization service developed by Microsoft. It allows users to store files and data online, making them accessible from various devices and locations with an internet connection. OneDrive offers both personal and business plans, catering to individual users and organizations.
OneDrive is available as part of Microsoft 365 subscription plans and also offers free storage options with limited features. It's a convenient solution for individuals and businesses looking to store, sync, and collaborate on files while taking advantage of cloud technology.
How Can I Use Files From OneDrive in SmartSuite?
SmartSuite has a native integration with OneDrive that allows you to select a file from your existing OneDrive account and copy it into SmartSuite. OneDrive files are available anywhere in SmartSuite where you use the file picker control, which includes:
Files & Images fields. You can select files from OneDrive and attach them to a Files & Images field, just like you would when you select a file from your computer.
SmartDocs. You can use files from OneDrive when inserting an attachment, image or video.
Comments. When you add an attachment to a comment, you can select OneDrive as the source for the file(s).
Solution Guides. Every Solution Guide (accessed from the Solution drop-down menu) is really a SmartDoc, and as such supports file attachments, images and videos you select in OneDrive.
Communications Center emails. If you choose to upload a file attachment in an email in Communications Center, OneDrive is one of the options to pick files from.
Selecting any of these options will open the file picker:
Connecting to OneDrive
The first step in connecting your Box account is clicking the Connect OneDrive button in the file picker control. You will be prompted to log in on Microsoft's website. Enter your email and password (or create a Microsoft account) to proceed. You may have additional sign-in options depending on how your Microsoft account is configured. In some circumstances you may be required to enter a code that Microsoft mails to your email address.
At this point you will be returned to the file picker, with your OneDrive folders and files displayed. Simply select one or more to attach them to the record, comment or other SmartSuite input that supports files.
The file picker allows you to view the selected files, and the click Upload to load them into SmartSuite.
File Selector FAQ's
How do I attach a file to an email in Communications Center?
When you create a new email, click on the Attach File button. Select Upload Files and the file selector will be displayed. You can then then attach files from:
Your device
From a Link (URL)
Take a Phone (requires a camera on your device)
Box
Dropbox
Google Drive
OneDrive
OneDrive Business
How do I attach a file, insert an image or display a video in SmartDoc?
Type a forward slash ( / character) at the start of a new line and start typing insert. You'll be able to:
Insert Image
Insert View
Insert Attachment
Selecting any of those options will open the file picker where you can insert the file, image or video from any of the sources listed above as well as:
Facebook
Instagram
Upsplash (a platform that offers royalty-free images)
