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OneDrive

Connect a file or folder from OneDrive and let clients view it directly in your portal.

Overview copy-icon

Microsoft OneDrive lets you upload, store, and share files. You can connect any file from OneDrive by following the instructions below.

Connecting folders from OneDrive is not currently possible due to restrictions from Microsoft.

App Setup copy-icon

  1. Go to App Setup, and click + Add an app in the top right corner.

  2. Scroll to OneDrive and click Add. Set a title and icon that represents the app.

  3. We recommend setting this up as an automatic App if you want your file to be visible to all clients. If you only want this App to be visible to one or more specific clients, set this as a manual App.

  4. Leave the app set to as Show as embed so that the client isn't directed outside of the portal.

  5. Go to your OneDrive and open the desired file you want to embed.

  6. Click the menu button (…) next to “Download” at the top of the page, and select Embed. An iframe code will be generated in the panel on the right.

  7. Copy the iframe code.

  8. Go back to the App setup page and paste the copied iframe code into the content box. 

About
Type

Embed

Copilot supports embedding any external application that doesn’t block embedding.

App Visibility

Client

Client-facing apps are visible to clients as well as your internal team.

Pricing

Free

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