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Attaching Files From Sharepoint to Wrike

Table 259. Availability - Legacy plans


Overview

All users can attach files from cloud storage apps. Some users may have this right disabled.

The Wrike and Sharepoint integration gives you the opportunity to attach files and folders from your Sharepoint storage to Wrike tasks, folders, and projects. If changes are made to files in Sharepoint you are able to always access the latest version from Wrike.

With this powerful integration in the cloud space, you don't have to worry about routine backups, moving files between different devices, data syncing, and being able to access important documents from virtually anywhere. When all your files are instantly accessible by your team in one place, file collaboration becomes fast and easy.

Note

On some accounts, Office 365 admins must first grant Wrike access to resources in order for the integration to work.

Attach files

  1. Click Attach files (paper clip icon) in Task view or the project/folder info panel.

  2. Select Sharepoint from the list.

  3. If this is your first time attaching a file from Sharepoint, Wrike will ask you to log in to your cloud storage account and grant Wrike access to the files.

  4. Next, you can select the files or folders to attach.

  5. You can choose to attach files from the sites you follow or browse all sites. Additionally, you can use search to look for files.

  6. Click Attach.

Important

When you log in to Sharepoint through Wrike, you can access the same files as when you log in to the app independently of Wrike. For example, if some files in Sharepoint are not shared with you, you still won't see them when attaching files from Sharepoint within Wrike.

When you attach a file or a folder, a link to it appears in the task's attachment section. Attachments from Sharepoint remain stored in the cloud storage account and don't use Wrike storage space.

Tip

Users on Enterprise Pinnacle accounts can use Proofing with files attached from Sharepoint.

By default, everyone who the task is shared with will see the file in the list of attachments.

Disable the integration

On Enterprise accounts, account owners and admins can disable the integration for all users in the account.

  1. Click on your profile picture in the upper right-hand corner of the workspace.

  2. Select Security from the list.

  3. Scroll to File storage.

  4. Uncheck the box next to Sharepoint.

  5. Click Save changes.

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