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.