How do I add/manage Onedrive/SharePoint files within an element?

You can use our OneDrive/SharePoint integration to search for and link to your OneDrive/SharePoint documents.

To add a link to a Onedrive/Sharepoint file on an element ensure you are in edit mode, select or create the element you would like to add the document/s to and then select files area from the content adder.

Once you have added a files area, select add files and choose Onedrive/Sharepoint from the dropdown. This will then open a new window, if this is the first time you are using the integration you will be asked to login. You will then be presented with a list of your documents. Once you have selected the document/s you would like to add to the element click confirm. 

You will now see that the documents have been added to the file area within the element.

This also means that anytime the document is updated from within Onedrive/Sharepoint it will also be automatically updated within Method Grid.

Please note: This will create a share link to the file/s you selected. This share link will be created on the file/s in OneDrive/SharePoint using your default share link access level. You can learn more about OneDrive/SharePoint share links here. If you would like to set the access at a more granular level e.g. only certain people, you can create the share link within OneDrive/SharePoint and then add it to your files area using the link to a file option.

Note: Once you have selected the files you can move, edit or delete them using the applicable icons:

  • Clicking and holding move allows you to reorder/drag your files in the element area
  • Selecting edit will let you change the file's display name (Note: this will not update the file name in your OneDrive/SharePoint) or you can select update file to open OneDrive/SharePoint so you can select a different file
  • Selecting delete will delete the link to the file (Note: this will NOT delete the file in your OneDrive/SharePoint)

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