Microsoft OneDrive Integration
With the OneDrive integration you can:
- Connect Microsoft OneDrive to Liscio
- Attach OneDrive files directly to Messages, Tasks, and eDocs in Liscio
*Download the attached guide at the bottom of the article for more details*
How to Connect Microsoft OneDrive to Liscio:
1. Locate your profile on the lower-left corner of your navigation page.
2. Click Third-party Apps in the upper tabs.
3. Click Connect in the OneDrive box to authenticate your OneDrive account.
How to Attach OneDrive Files:
1. Click +Add New and choose Message, Task, or eDoc.
2. When creating a new Message, Task or eDoc, navigate to Attachments below the description box, where you will see Drop Files to Attach, LiscioVault or Browse.
3. Click Browse to find OneDrive.
Contact Us
Related Articles
Microsoft - Need Admin Approval
When setting up your Liscio email integration using an Outlook email address, you may be blocked by a Microsoft approval screen like this: If you run into an approval screen while setting up the Outlook integration in Liscio, it may be that a more ...Karbon Integration: Set Up
Before you can set up the Karbon integration in Liscio, Liscio Support will first need to enable Karbon in your Liscio account. Please reach out to support@liscio.me to have this done. Caution - Do not sync Karbon before we have your client data ...Email Integration FAQs
What appears in Primary Email inbox in Liscio? Liscio will display your Primary (Gmail) and Focused (Outlook) tabs on the email page. Gmail and Outlook already filter out unnecessary items from your inbox, and we'll keep that intact. If you ever need ...Google Drive Integration
With the Google Drive integration you can: Attach Google Drive files directly to Messages, Tasks, Requests, and eDocs in Liscio Export Files from the Liscio Vault directly into Google Drive Note: Google Proprietary file types (i.e. Google Docs, ...Karbon Integration: Troubleshooting
Troubleshooting Tips for the Liscio-Karbon Integration If you have created a record in Karbon, ensure you have run a new sync to bring the record onto the Liscio integrations page. Running a sync does not automatically create your Karbon records in ...