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Setting Up OneDrive Integration

OneDrive integration enables seamless file sharing by embedding links in emails. This documentation outlines the steps to activate and customize the OneDrive setup.

Activating OneDrive Integration

The activation of OneDrive integration is required before it can be used for email attachments.

Steps to Activate OneDrive Integration:

  1. Open the Module Setup section.
  2. Navigate to Process Setup and locate the OneDrive Settings section.
  3. Enable the OneDrive Creation checkbox.

Info

  • This feature is only available in a SaaS environment and for email dialog dispatch.
  • If the OneDrive Setup field displays “Not configured,” the OneDrive configuration must first be completed. Click on this field and it redirects to the standard OneDrive setup process, where global activation for OneDrive can be enabled.

A custom logo can be uploaded to personalize the OneDrive link representation in emails. This logo acts as a clickable hyperlink to access the shared files.

  1. Open the Module Setup.
  2. Navigate to Process Setup and locate the OneDrive Settings section.
  3. Use the “OneDrive Logo” field to upload the desired image.

Info

  • If no logo is uploaded, a default logo will be used.
  • A square logo is recommended for optimal display in emails.

This completes the setup process for OneDrive integration, preparing the system for efficient file-sharing capabilities.

See also