Microsoft 365 OneDrive and SharePoint Integration – Archer Community

Attach and edit files in Archer Classic Mode
by Archer Technologies, LLC

Overview

With the Microsoft 365 OneDrive and SharePoint integration, Archer Users operating in Archer Classic Mode will be provided an option to navigate to their OneDrive or SharePoint. Users can select one or more files to associate to the record via an enhanced External Links field. Once a file is added to the Archer record, Archer users will be provided a link in which they can view the embedded document within the record or edit the document in a separate window using OneDrive or SharePoint.

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Benefits

Enables users to quickly select and view files from critical file repositories within their OneDrive or SharePoint file shares.
Store and access these critical files from one location rather than storing them in duplicative locations.

Key Features

Easily select files from your OneDrive or SharePoint with an enhanced External Links field within an Archer record.
View or edit attached Microsoft 365 documents within the confines of the Archer record layout.

System & Licensing Information

This offering integrates with an external platform. Additional licensing and fees may be required for external platforms used with this offering. Clients are responsible for obtaining and maintaining any required licenses directly from the external platform provider.

Please Note: Certain offerings may have prerequisites and licensing requirements. Please refer to the Archer Help Center documentation for system requirements, licensing details, and supported Archer platforms and environments.

How to obtain this offering?

No purchase is required to use this offering.

To download the installation package for the offering, please log in to access the download link.

Resources

Documentation

Support

For technical support questions regarding Archer Exchange offerings, please open an Archer support case.

About Archer Exchange

Leverage the Archer Exchange to expand the use of Archer solutions into new business processes and address specific industry, geographic, regulatory, or technical requirements. To learn more or to see what other offerings are available, visit the Archer Exchange page on the Archer Community.