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

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Hi everyone ๐Ÿ™‚
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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:

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1. Choose โ€œSharePointโ€ from the storage options
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2. Log in to SharePoint
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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:
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4. Or, you can browse all sites that you have access to:
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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.ย 
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:
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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‘‡
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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!ย 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!ย 

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 nowย 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 Bruickย ๐Ÿ™‚ I'm checking with my colleagues now, we'll get back to you as soon as possibleย 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 otherย 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!ย ๐Ÿ˜Š

Aaron K. Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalitร  di Wrike e le best practices

Aaron K. Wrike Team member Conosci le straordinarie funzionalitร  di Wrike e le best practices

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I'm loving this integration!

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

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!ย 

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

The asset link of these documents should be the same as those for any Microsoft doc and should point back to sharepoint.ย  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 Wilkinsย 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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Lisaย I guess I'm curious what would happen if we didn't have the Wrike Proofing tool on our account.

Would these jpegs and PDFs still open like they are now. As Kevin Tassistroย mentioned above the Microsoft documents open as they should. Has anyone else without the Wrike Proofing tool tested this?

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Hey Kevin Tassistro, Kerry-Ann Wilkins! Let me check with the team - I or my colleagues will get back to you on this 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 Kevin Tassistro and Kerry-Ann Wilkins,

Attaching files from SharePoint works the same as attaching a file from any of our otherย Integrated Cloud Storage apps, with one exception: PDF and image files will open within Wrike's preview window, the same as they would if you had attached them from your local storage. However, these files are still located in SharePoint. They aren't uploaded directly into Wrike and they do not count towards your allotted Wrike storage limit.

If your subscription includes ourย Proofing feature, then PDF and image files attached from SharePoint can be used with the Proofing and Approvals feature, which cannot currently be done with files attached from any other cloud storage app.

This is how different file types attached from SharePoint should behave in Wrike:

  • PDF and image files: These will open in Wrike's preview window. Proofing features will be available here if your Wrike subscription includes Wrike Proof.
  • File types supported by Microsoft for previewing in SharePoint: These will open in SharePoint's preview/editing window. A complete list of supported file types can be foundย here.
  • All other file types: You will get a download prompt from SharePoint.


Please also remember that users will be prompted to sign into SharePoint (if they're not already signed in) when they click on the attached file. This keeps your files secure, even if the task/project/folder where the file is attached is shared with users who you don't want to have access to the file.

Please keep trying out this new feature and letting us know what you think!ย ๐Ÿ˜„

Aaron K. Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalitร  di Wrike e le best practices

Aaron K. Wrike Team member Conosci le straordinarie funzionalitร  di Wrike e le best practices

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Aaron K.ย Thanks for the quick feedback!

All understood.ย 

Our team goes to Wrike to retrieve a lot of finalized documents, for example our emarketing team will go to Wrike to retrieve the image or final copy for an email once the designer and copywriter have completed it.ย I understand Wrike is only creating a link to the documents in SharePoint, but there should be a way for users to click on a link to take them to the place it is located in SharePoint. Obviously if they don't have access to the SharePoint site, then they won't be able to get the file.

At least for the Microsoft documents, I can save as and get a copy, but for images and PDF I'll need to leave Wrike and go into SharePoint, find the file location, and then download the file.

At the moment, if I implement this SharePoint integration for my team, we'll have to treat PDF and images different than Microsoft documents. Which will be very confusing for the team. I'll be telling them to use SharePoint for Microsoft documents and then upload PDF and Images from your computer. I'll tell you upfront the user adoption will fail. People will continue to upload files from their computer, and disregard the SharePoint integration. Which may be okay for now, but eventually when I switch my team members fully to SharePoint this will not be a seamless integrated process.

My suggestion, somewhere within the list of attachments have the option to click on a link to the SharePoint location.ย 

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Thank you, Kerry-Ann Wilkins, for your excellent suggestions!

I encourage you to please post your feedback in ourย Community's Product Feedback section,ย to allow others to comment andย upvoteย your feature improvement request.ย 

With regards to downloading the PDFs and image files attached from SharePoint, it is possible to do this by first clicking on the files in Wrike to open them in the preview window, then right-clicking on the preview and selecting "Open in a new tab" (or click the three-dot menu in the upper right corner and select "Open in new tab"). From the new tab you can download/save the file to your computer.

Have a productive day!

Aaron K. Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalitร  di Wrike e le best practices

Aaron K. Wrike Team member Conosci le straordinarie funzionalitร  di Wrike e le best practices

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We have the same difficulty that Kerry-Ann has. You've hidden one of the most basic features. There should be no special action or knowledge of hidden menus required for a user to instantly download a file or understand where it is located. If we wanted users to have no context, we would just upload the file directly.

The UI consistency is also indecipherable. Why is it that PDFs and images are previewed but nothing else?

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Hello Chris Moulder, thank you for posting and adding your support. As my colleague Aaron mentioned above attaching files from SharePoint works the same as attaching a file from any of our otherย Integrated Cloud Storage apps, with one exception: PDF and image files will open within Wrike's preview window, the same as they would if you had attached them from your local storage. However, these files are still located in SharePoint. They aren't uploaded directly into Wrike and they do not count towards your allotted Wrike storage limit.
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We'll post on the Product feedback post as soon as we have an update ๐Ÿ™‹๐Ÿปโ€โ™€๏ธ

Cansu Community Team at Wrike Wrike Product Manager Conosci le straordinarie funzionalitร  di Wrike e le best practices

Cansu Wrike Team member Conosci le straordinarie funzionalitร  di Wrike e le best practices

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