Attaching Files From Sharepoint to Wrike
All users can attach files from cloud storage apps. Some users may have this right disabled, only account owner can enable this permission under Security settings.
The Wrike and SharePoint integration allows you to attach files and folders directly from SharePoint, ensuring you always have access to the latest version when changes are made in SharePoint.
With this powerful integration, all your files are instantly accessible by your team in one place.
Note
On some accounts, Office 365 admins must first grant Wrike access to resources in order for the integration to work.
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Open a task, folder, or a project to which you would like to attach files from Sharepoint.
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Click Add files (paper clip icon) 1 above the description field in the task/project/folder item view.
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Select Sharepoint 2 from the drop-down menu.
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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.
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Next, you can select the files or folders to attach.
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You can choose to attach files from the sites you follow or browse all sites. Additionally, you can use search to look for files.
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Click Add/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.
On Enterprise accounts, account owners and admins can disable the integration for all users in the account.
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Click on your profile picture 1 in the sidebar and select Settings 2 from the drop-down menu.
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Select Security 3 in the left-hand navigation panel.
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Scroll to File storage 4.
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Uncheck the box next to Sharepoint 5.
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Click Save changes 6.