With Insightly’s newest integration, you can easily link Microsoft OneDrive files to your Insightly records. This file management option can help you keep track of files related to your customers in Insightly, whether you use Microsoft Office Online or upload and sync your files directly to OneDrive. Select the Files subtab under contacts, organizations, opportunities, or projects and click the OneDrive cloud icon to get started.
From the OneDrive window, select files or folders by clicking the checkbox in the upper right, then click the Open button to link the item to your Insightly record. You can also click folder tiles to access their contents.
The links to OneDrive files will appear in the Files subtab of the current record as well as on the activity history listed on the Home tab. Clicking the link will open the item in OneDrive, so the permissions for who can see linked files will be determined by the settings in your OneDrive account.
