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Link an Existing OneDrive Folder to a Case
Link an Existing OneDrive Folder to a Case
Updated over a week ago

Connect a case to a pre-existing OneDrive folder.

  • Navigate to the Documents Tab of the case.

  • A pop-up window will appear, use the drop-down menu to search and select the existing OneDrive folder for the case.

  • NOTE: Do not use the Create New option if you know there is an existing folder. The Create New option will create a new folder.

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  • Click Save.

  • The case will now be linked to its OneDrive folder.

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