Attach a document from an external provider

Attach documents from an external cloud like Microsoft OneDrive, Microsoft SharePoint, or Google Drive to Document Management.

Avant de commencer

Activate Multi Provider Document Services Framework

For Microsoft OneDrive:

• Setup Microsoft OneDrive for Document Services
• Register Microsoft OneDrive as an OAuth provider for Document Services

For Google Drive, Set up Document Services framework for Google Drive.

Configure permission for roles or groups by selecting the mp_document_admin from the document list.

Role required: mp_document_admin

Procédure

1. Navigate to All > Documents > Documents.
2. Select an existing record or create a document record.
3. Select the Connect With External Provider check box.
4. Select Attach from Provider.
5. Select the External Provider.

   • For Microsoft OneDrive, enter the Folder Path and the File Name.

     To get the Folder Path, go to the file in Microsoft OneDrive and check the folder path.

   • For Google Drive, enter the File Name and the File URL.

     To get the File Name, go to the file in Google Drive, right click and select Share > Share > Copy link.

6. Facultatif : If you only want to link the URL, select the Link Only URL of the external file to the document check box.
   Remarque :

   All Google Drive file formats are supported for link only URL.
7. Select Attach.
   Remarque :

   • Only the latest version from the provider is attached.
   • For unsupported format URLs can be linked but the version will not be available in the versions table.
   A new version is created. Select the Versions tab to view the versions and the attached document.
8. Select the External Provider Settings tab to view the provider details and the external file URL.
9. Select Open Cloud URL at the top to open the document in the external cloud.