OneDrive Attachments on Cards
Information
- Using the Microsoft 365 integration, attachments from OneDrive can be linked on cards in PLANTA pulse.
Note
- A OneDrive Business account is required to use this feature.
Set-Up
Procedure
- Switch to the Administration panel → Settings tab → Microsoft 365 menu item.
- Activate the Activate OneDrive attachments on cards checkbox.
- Click the Grant Azure admin consent button.
- Follow the instructions to grant the Azure admin consent to the PLANTA pulse system.
Use
Procedure
- Open the card where an attachment is to be linked.
- In the Attachments area, click on .
- Select the OneDrive option.
- A pop-up window opens where the files of the linked OneDrive account are displayed and can be selected.
- Select the required file and click Select.
- The file is now displayed in the Attachments area.
- By clicking Details, further information on the file as well as the sharing link can be viewed.
- By clicking Open in OneDrive, the file can be opened in OneDrive.
- By clicking Download, the file can be downloaded.
- By clicking , the access to shared links can be configured.