Microsoft OneDrive / SharePoint integration
Attach files straight from your Microsoft OneDrive to items in your workspace, instead of uploading a copy into EMDESK. This is available for:
- Activities
- Events, e.g. deliverables or milestones
- Participants
- Budget items
- Expenses
💡 Note:
- You need at least Read rights to the item, and access to the Documents section, to attach a OneDrive file to it (see Roles and access rights).
- The file itself stays in your OneDrive — EMDESK only stores its name and a link to it. Make sure anyone who needs to open it also has access to it in OneDrive.
- This uses Microsoft's own OneDrive file picker. If your organization's files live in SharePoint, they usually show up in the same picker once you're signed in with your work account.
- Open the item's sidebar by clicking it once.
- Go to the Documents tab and click Attach Onedrive at the bottom.
- Sign in to Microsoft with your account and allow EMDESK to access your OneDrive files.
- Pick the file (or files) you want to attach and confirm.
The file is attached to the item, newest first. Click its name to open it in OneDrive. To remove the attachment, hover over it and click the X icon — this only removes the link in EMDESK, the file stays in OneDrive.
See also Link items to documents or EMDocs for attaching documents stored in EMDESK itself.