Connecting your Microsoft 365 (OneDrive and SharePoint) account to Karbon allows you to manage all files related to work items or contacts directly from a central location. You can also seamlessly copy files between Karbon and your OneDrive or SharePoint.
Index
Connecting OneDrive/SharePoint
Connecting Folders
Managing Files
Automation
Sharing
Steps to Connect Your Microsoft Account:
Open Settings: From the main menu, navigate to Settings.
Select Document Storage: Under the settings, choose Document Storage.
Connect to Microsoft 365: Click on Microsoft 365 and follow the prompts to connect your account.
Note: You must be an admin of your Microsoft account to connect it to Karbon.
Login Required: After the connection is set up, each team member needs to log in to their Microsoft account from their Profile Page (your name off of the Main Menu) in Karbon.
Connecting Folders to a Work Item
Once your Microsoft account is connected, you can link OneDrive or SharePoint folders directly to work items in Karbon.
Steps to Connect Folders to a Work Item:
Navigate to the Documents Tab: Open a work item and go to the Documents tab.
Click Connect Folder: In the Connect Folder section, click on the Connect Folder button. This will open the folder selector modal.
Select Folder: Browse your OneDrive or SharePoint, and select the folder you want to connect to the work item. Click Connect to finalize.
Connecting Folders to a Contact
You can also link individual folders to contacts in Karbon, although auto-copy is not available for contacts.
Steps to Connect Folders to a Contact:
Navigate to the Documents Tab: Go to the Documents tab for an organization, client, or client group.
Click Connect Folder: In the Connect Folder section, click the Connect Folder button.
Select Folder: Browse your OneDrive or SharePoint, and select the folder you wish to connect to the contact. Click Connect.
Uploading Files into a Connected Folder
You can manually upload documents to your connected Microsoft folder through the Upload button or by dragging and dropping files from your computer. These documents will be stored within the selected OneDrive or SharePoint folder.
Renaming Files in a Connected Folder
To rename a file in a connected folder:
Click on the Options Menu next to the file in Karbon.
Select Rename.
Enter the new file name and save.
Changes will be reflected in the connected Microsoft storage.
Downloading Files from a Connected Folder
You can download files from a connected folder using the options menu in Karbon.
Note: Currently, you can only download one file at a time.
Opening Files from a Connected Folder
To open a file stored in OneDrive or SharePoint:
Click on the file within the connected folder in Karbon.
The file will open in your Microsoft storage (OneDrive or SharePoint).
Auto-Creating New Folders for Repeating Work Items
You can set up Karbon to automatically create folders for repeating work items in OneDrive or SharePoint when tasks and budgets are created.
Steps to Set Up Automatic Folder Creation:
Go to the Work Item's Repeat Settings.
Scroll down to the Connected Folder section.
Connect Folder to the repeat work item.
Add a placeholder (e.g., Due Date or Start Date).
This setup will automatically create folders in OneDrive or SharePoint for any future work items as they are scheduled.
Best Practice Tip: If folders aren't automatically created, check your naming conventions. Special characters like + or & may cause issues.
Sharing a Folder or File Link from OneDrive or SharePoint in Karbon
You can easily share a folder or file link from OneDrive or SharePoint while writing an email or note in Karbon.
Steps to Share Files:
While composing an email or note in Karbon, click on the Attachment button.
Select Microsoft (OneDrive or SharePoint).
Browse and select the file you want to share.
Important: The permission setup in Microsoft storage applies to anyone trying to access the link. If a user does not have access, they will see an option to request access.