Microsoft OneDrive Integration
With the OneDrive integration you can:
- Attach OneDrive files directly to Messages, Tasks, Requests, and eDocs in Liscio
- Export Files from the Liscio Vault directly into OneDrive
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, Browse or Document Management System (DMS).
3. Click Document Management System (DMS), and select OneDrive.
4. Navigate in the OneDrive Pop-up screen to the file you wish to add as an attachment.
Exporting Individual Files directly into Microsoft OneDrive:
- In Liscio, locate the File you wish to export to OneDrive.
- Click to open the File.
- Click the
icon.
- Select OneDrive as the Destination.
- Navigate through your OneDrive until you locate the folder you wish the file to be exported to.
- Click Export Files.
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