OneDrive file

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Planfix allows you to add files from OneDrive to tasks.

This makes it possible to work easily and quickly on documents online, enabling you to edit them without downloading them.


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This method of adding documents to a task allows you to attach a link to a file stored in OneDrive. Choosing this item from the list of file sources opens a Microsoft login window.


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Once you have logged in, you will be able to choose your file, and a link to the file will be attached in Planfix.


Important

Note that the file itself will not be uploaded to Planfix, so you'll need to make sure the right people have access to it in OneDrive.


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