Way We Do allows you to lookup and link to files in cloud storage solutions such as OneDrive directly from the "Attachments" and "Insert Documents" functions.
To add documents directly from OneDrive, follow these steps:
- On the Attachments tab, simply click "+Upload File". Alternatively, click on "Insert File" paperclip icon from the Edit Toolbar when editing a procedure.
- Click on "Attach from OneDrive".
- Log into your OneDrive account and authorize.
- Select required files as per normal usage of OneDrive.
Security of files will depend upon the restrictions you place on the document within OneDrive. Be sure to setup any required restrictions within OneDrive prior to linking to the document from within Way We Do.
Steps 1 & 2: