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Appogee HR: Microsoft OneDrive file picker

In this article: 

What is the Microsoft OneDrive file picker? 

Setting up the file picker

Adding Microsoft OneDrive files to Company Documents

Adding Microsoft OneDrive files to Employee Records


What is the Microsoft OneDrive file picker?


It's possible to add links to Company Documents and Employee Records from your Microsoft One Drive account. You don't need to be integrated with Office 365 for this feature to be enabled. 

The file picker will allow you to add links to documents saved in Microsoft OneDrive to Company Documents and Employee Records. The feature does not upload a copy of the document - it gives a link to users to access it - so you'll need to make sure the intended users have visibility of this document in One Drive before you upload it. 


You can use both the Microsoft OneDrive file picker and the Google Drive file picker concurrently. The process is the same, however we've created an additional document for ease, please see here


Setting up the file picker


Admins have the ability to turn on the file picker. 


Go to System Config > General Settings. 



Scroll down to Company Documents and Employee Records and tick the Enable Microsoft One Drive file picker options and click Save. 



Adding Microsoft OneDrive files to Company Documents


Go to Company Documents > Create Document. 

A dialog box will pop up, fill in the details and select OneDrive as the Document Format. It’s important to note here that the correct sharing permissions of the OneDrive Document will need to be set in both OneDrive and Appogee HR, so please check both are aligned to ensure all intended users have access.

Click the Browse One Drive icon and another dialog box will appear with your One Drive homepage. Navigate to the file you want to add and click select. 

Fill out the rest of the dialogue box and click create document, the Document Name will be auto populated with the name of the One Drive document, but you can manually change this if necessary. Click Create Document.  

Once your upload is complete, you’ll see confirmation dialog box where you can preview or open the document or add another.


Adding Microsoft OneDrive files to Employee Records


The process for adding OneDrive files to Employee Records is the same as creating Company Documents.


Go to the Employee's profile and click Create New Record. 



A dialog box will pop up, fill in the details and select OneDrive as the Document Format. It’s important to note here that the correct sharing permissions of the OneDrive Document will need to be set in both OneDrive and Appogee HR, so please check both are aligned to ensure all intended users have access.



Click the Browse OneDrive icon and another dialog box will appear with your OneDrive homepage. Navigate to the file you want to add and click select. 



Fill out the rest of the dialogue box and click create document, the Document Name will be auto populated with the name of the OneDrive document, but you can manually change this if necessary. Click Create Document.  



Once your upload is complete, you’ll see confirmation dialog box where you can preview or open the document or add another.




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