Plan Availability | All plan types |
Permissions | General Access: Users with file upload permissions can use this feature. |
Related Reading |
SmartSuite integrates with Microsoft OneDrive for Business, enabling seamless access to your organization's files and documents. Whether attaching files to records or embedding them into SmartDocs, this feature streamlines collaboration and file management across your workspace.
What is OneDrive for Business?
OneDrive for Business is part of Microsoft 365, designed for professional and organizational use. It provides:
Secure cloud storage for documents and files.
Collaboration tools for team projects and shared access.
Accessibility from any device or location.
Unlike personal OneDrive, OneDrive for Business is tailored for enterprises, prioritizing security, scalability, and teamwork.
How to Use OneDrive for Business Files in SmartSuite
OneDrive for Business files can be accessed through SmartSuite's file picker and used in several areas, including:
Files & Images Fields: Attach OneDrive files directly to your records.
SmartDocs: Insert attachments, images, or videos.
Comments: Add OneDrive files to comments for enhanced communication.
Solution Guides: Include files, images, or videos in guides for team reference.
Communications Center Emails: Attach OneDrive files to emails sent through SmartSuite.
Selecting any of these options will open the file picker for seamless integration.
Connecting to OneDrive for Business
Follow these steps to connect your OneDrive for Business account:
Open the File Picker:
Click Upload Files in the relevant SmartSuite feature.
Select OneDrive Business as the source.
Connect Your Account:
Click Connect OneDrive Business in the file picker.
Log in with your Microsoft account credentials.
If required, complete two-factor authentication or enter a verification code sent by Microsoft.
Browse and Select Files:
After authentication, your OneDrive folders and files will appear in the file picker.
Select one or more files and click Upload to attach them to your record, SmartDoc, or email.
File Selector FAQs
How Do I Attach a File to an Email in the Communications Center?
Open the Communications Center and create a new email.
Click Attach File and select Upload Files.
Use the file picker to choose files from:
Your device
OneDrive Business
Other connected services like Google Drive, Dropbox, or Box
How Do I Insert a File, Image, or Video in a SmartDoc?
Type / (forward slash) at the start of a new line in a SmartDoc.
Start typing "Insert" to see options like:
Insert Image
Insert Attachment
Insert View
Select your desired option and use the file picker to insert files from OneDrive Business or other connected sources.
Practical Use Cases
1. Marketing Campaigns
Attach promotional content stored in OneDrive to enhance project records or communications.
2. Team Collaboration
Add shared documents from OneDrive to SmartDocs for streamlined collaboration on team projects.
3. Event Planning
Embed event schedules or presentation files into Solution Guides for easy team access.