Upload to an external provider

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Upload documents from Document Management to external cloud like Microsoft OneDrive, Microsoft SharePoint, or Google Drive.

    Before you begin

    Activate Multi Provider Document Services Framework

    For Microsoft OneDrive:

    For Google Drive, Set up Document Services framework for Google Drive.

    Configure permission for roles or groups by selecting the mp_document_admin from the document list.

    Role required: mp_document_admin

    Procedure

    1. Navigate to All > Documents > Documents.
    2. Select an existing record or create a document record.
    3. For a newly created record, create a document version.
    4. Select the Connect With External Provider check box.
    5. Select Upload to Provider.
    6. Select the external provider and enter the folder path.
    7. Select Upload.
      Note:
      Only the latest version is uploaded.
    8. Select the External Provider Settings tab to view the provider details and the external file URL.
    9. Select Open Cloud URL at the top to open the document in the external cloud.