OneDrive Integration in Dash SaaS - WorkDo.io

OneDrive Integration in Dash SaaS

Introduction

Introducing the OneDrive Integration! This integration revolutionizes your file management experience by bringing your OneDrive files directly into your platform. Say goodbye to the hassle of switching between applications and dealing with downloads. With this integration, you can effortlessly access your documents and files, all without the need to save them locally.

Our settings page for OneDrive Integration streamlines the setup process, allowing you to upload your OneDrive credentials JSON, choose sub Add-Ons to enable, and enjoy instant access to your documents and files. The platform enhances your OneDrive experience by providing visual grids, organized lists, and the ability to link OneDrive folders to sub Add-Ons, facilitating enhanced collaboration and organization.

Elevate your workflow with seamless access, effortless editing, and precision-driven integration – all within the intuitive platform. Try it now and discover a new level of productivity and efficiency.

How to Install the Add-On?

To Set Up the OneDrive Add-On, you can follow this link: Setup Add-On

How to Use the OneDrive Add-On?

  • Go to the settings page and click on system settings.
  • Within the system settings, find the OneDrive Add-On.
  • After you find the OneDrive Add-On, choose a JSON file and upload it.
  • To learn how to generate the JSON file, follow this link: Azure Portal
  • Choose which Add-Ons you want to enable (e.g., ToDo, Notes, Documents, Assets, etc.).
  • Onedrive Dash Saas
  • Once connected, you can access your OneDrive files directly from the platform, so you don’t need to switch apps.
  • Once set up, a OneDrive icon will appear at the top of the page for any feature you have enabled in the system settings.
    • For example, if you enable the Invoice feature, the icon will be visible on the Invoice page.
    • Clicking the icon will display the files you’ve added from OneDrive.
  • You can add new files using the create button, open files in OneDrive with the button next to it, and delete files. If you delete a file on the platform, it will also be removed from OneDrive, and if you delete a file from OneDrive, it will be removed from the platform too.
  • Onedrive Dash Saas
  • Browse your OneDrive documents, files, and folders without downloading them.
  • Organize and view files in grids or lists for easy navigation.
  • Link OneDrive folders to sub Add-Ons for better organization and teamwork.
  • Any changes made to a file in OneDrive will show up in the platform’s files, and changes made in the platform will be reflected in OneDrive as well.
  • Enjoy smooth syncing and easy access to all your files without the hassle of app switching.
  • Onedrive Dash Saas

OneDrive Add-On Features

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