[From Wrike] Attach Files from SharePoint ๐Ÿ“Œ

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Hi everyone ๐Ÿ™‚
 
Weโ€™re very happy to announce that Wrikeโ€™s SharePoint integration is live! A huge thank you to everyone who supported this suggestion on our Product Feedback forum and to our beta testers - it wouldnโ€™t have been possible without your help ๐Ÿ™Œ

A Quick How-to:

 
1. Choose โ€œSharePointโ€ from the storage options
 
 
2. Log in to SharePoint
 
 
3. Once connected youโ€™ll have the option to browse your โ€œFollowing sitesโ€ for quick access. You can "star" any site in SharePoint by clicking on the star icon like here:
 
 
4. Or, you can browse all sites that you have access to:
 
 
  
Any file can be attached and as you create a link to the document in Wrike, you always have access to the latest version of the file in Wrike.

Proofing and Approvals

Images and PDF files from SharePoint are supported in Wrikeโ€™s Proofing and Approvals.

Security settings

Account admins on the Enterprise subscription can restrict access to certain file storage including SharePoint. 
Please note that if one of the storage options is disabled in Account Management, SharePoint will be disabled there by default too and an account admin will need to enable it there:
 
 
 
We hope that youโ€™re as excited about this as we are! Please let us know if you have any feedback or questions below ๐Ÿ‘‡
 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

Lisa Wrike Team member Become a Wrike expert with Wrike Discover

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Any suggestions on how you populated the "Following Sites" section? I can't seem to find a way to do that and would love to have a quick access list!

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Hi Kristi Horvath, welcome to the Community! ๐Ÿ™‚

Sorry for the late reply here. You can "star" any site in SharePoint by clicking on the star icon like here:

Hope this helps! 

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Thank you Lisa! I wasn't able to figure this out at first, but now I've discovered the "Following" star in SharePoint. Might be helpful to add that to the tutorial!

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Good to hear that Kristi Horvath, and thank you for the tip - I updated the post, hope it's more clear now ๐Ÿ‘

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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How does permission/security work? If a user from our organization attaches a document from SharePoint in Wrike, are only the users who have access to that document in SP able to open it in Wrike? Does this work differently for PDF/Images that can be proofed/approved vs. other documents?

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Welcome to the Community, Victoria Bruick ๐Ÿ™‚ I'm checking with my colleagues now, we'll get back to you as soon as possible ๐Ÿ‘

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Hi Victoria Bruick,

Thank you for your question!

When you attach a file to your task from SharePoint you are really just attaching a link to the file, the file itself remains on SharePoint. This is true of our other Integrated Cloud Storage apps, too.

So when a user clicks the SharePoint attachment in a task, even if it's a PDF or Image file for proofing/approval, they will be prompted to sign into SharePoint (if they're not already signed in). This ensures that only the users that have access to your SharePoint account will have access to your files attached from SharePoint.

Please let me know if you have any questions and have a productive day! ๐Ÿ˜Š

Aaron K. Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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I'm loving this integration!

I've been doing some testing before rolling it out to the group. 

I noticed that the Wrike proofing opens when you click on images and PDFs. This is great, but what if someone wants to get to the SharePoint location to download the file? I'm not seeing an option to open the file in SharePoint. Am I missing something?

Thanks! 

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Hi Kerry-Ann Wilkins, I'm sorry for the late reply here!

Unfortunately, SharePoint provides us only with an asset link, so we cannot retrieve its original location for now. The team will consider this for future improvements! Thank you for the feedback! ๐Ÿ™Œ

Lisa Community Team at Wrike Wrike Product Manager Become a Wrike expert with Wrike Discover

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Lisa Maybe I am confused at your response.  As Kerry-Ann spoke of, PDFs and images located within Sharepoint are not getting the links but actually uploaded directly to wrike.  

The asset link of these documents should be the same as those for any Microsoft doc and should point back to sharepoint.  If it doesn't function this way, then the point of the Sharepoint attachment is moot if it going to be different based on the extension of the file. And then therefore will be very confusing for all who use attachments.

Kerry-Ann Wilkins We use the OneDrive attachment method and are able to access the shared libraries (sharepoint) which does provide the link back to the sharepoint site and does not upload directly to Wrike.

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