SEDNA Link's integration with SharePoint allows users to upload documents to SharePoint from a message that contains attachments. Users can also attach documents that exist in SharePoint to their SEDNA message drafts. SEDNA Link detects Job References on incoming or outgoing messages and automatically connects you to your SharePoint folder attached to that Job Reference.
SEDNA can integrate with up to one SharePoint Site per SEDNA Team.
To Upload a File to SharePoint
- Go to the message you with to perform the action on.
- Click on the "App" icon (
) .
- Choose SharePoint from the SEDNA Link panel.
- Select the SharePoint site you wish to work with. If you only have one site available to you, SEDNA will automatically select that site.
- The folders within the selected site will be shown. Select the folder you wish to open.
- Next, users have the ability to either upload to the previously selected file, or any sub-folders located within that original file.
Note: If multiple documents are being uploaded at one time, it may take a few moments to load, as shown below. If there is an error in uploading a document, SEDNA will send an email to the user.
To Attach a File to a Message in SEDNA from SharePoint
- Compose a new message or reply/forward an existing message that you wish to attach a file from SharePoint.
- Select SEDNA Link from the right side of the Compose screen.
- Select SharePoint from the SEDNA Link panel.
- Select the SharePoint site you wish to work with. If you only have one site available to you, SEDNA will automatically select that site.
- The folders within the selected site will be shown. Select the folder you wish to open.
- Next, users have the ability to either work with the previously selected folder, or any sub-folders located within that original folder.
- Select the file you wish to attach to the message.
- The file attached will be shown at the bottom of the Compose screen.
Note: To open the current file in step 7 in SharePoint, click the icon.
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