OneDrive integration:
files linked directly to your Deskflow items
With the OneDrive integration, you link files to customers, products, projects and every document in Deskflow. Upload a file from your computer and Deskflow automatically copies it to OneDrive and links it to the right item. Or select an existing file from OneDrive. Seamlessly integrated into the Microsoft ecosystem.
OneDrive integration: link files
in two ways
Whether you want to add a new file or link an existing OneDrive file, both options are available from Deskflow.
You select a file from your computer in Deskflow. Deskflow automatically copies it to your OneDrive and links it to the item immediately. No separate steps, no manual upload to OneDrive or SharePoint.
You browse your existing OneDrive files from within Deskflow and select the file you want to link. The file stays in OneDrive and is linked to the item. No duplicate storage needed.
Link files to
any item in Deskflow
Contracts, correspondence and quotes directly on the customer record in Deskflow.
Purchase orders, delivery notes and price lists on the supplier record.
Technical sheets, manuals and product photos on every product.
Plans, drawings and reports directly on the project.
Attachments and technical specifications directly on sales documents.
Delivery notes, invoices and credit notes: every document can receive files.
The OneDrive integration at the heart
of your Microsoft environment
OneDrive is Microsoft's cloud storage solution, integrated into Microsoft 365. The OneDrive integration in Deskflow works seamlessly together with the Office 365 integration for contacts and tasks. This connects your entire Microsoft work environment to Deskflow.
Files you link in Deskflow are stored in OneDrive and accessible via every Microsoft app on any device. Team members already working in the Microsoft environment have instant access to every linked document.
OneDrive integration in Deskflow:
files always in the right place
- Searching for files in separate OneDrive folders, disconnected from Deskflow
- Colleagues don't know which file belongs to which item
- Upload to OneDrive and link separately in Deskflow, two steps
- Documents lost or hard to find quickly
- Files immediately available on the item in Deskflow
- Everyone finds the right documents instantly
- Upload once, Deskflow handles OneDrive and the linking
- Fully integrated into your Microsoft 365 environment
Frequently asked questions
Everything about the OneDrive integration via Deskflow
Ready to connect?
OneDrive integration and Deskflow:
files always in the right place
Book a no-obligation consultation and discover how the OneDrive integration simplifies document management in Deskflow. Up and running within a month.