OneDrive Integration

The Agenda and Meeting Management Select (formerly CivicClerk) OneDrive integration allows you to upload files saved to OneDrive as agenda item attachments. This article will explain the integration's functionality.

Important Notes

• Contact Support to enable the OneDrive integration and allow OneDrive documents to be used as item attachments.
• The OneDrive integration can be used for attachments only; it cannot be used to publish agenda files.
• You must use publicly accessible URLs in the OneDrive Shared File Link field for the integration to work.

OneDrive Integration Functionality

With the OneDrive integration, you can store and edit your attachment files in OneDrive and have them pulled into Agenda and Meeting Management Select. Once activated, the OneDrive function becomes available on the Item Files page. Within the Add Attachment modal's OneDrive tab, you can input a public OneDrive shared file link and set the attachment's name, Public Portal visibility, and confidentiality.

When a packet that uses the associated attachment is created, the system will pull the most recent version of the file from OneDrive. You will see the OneDrive document listed as an attachment for the item just like any other uploaded attachment, and you will have a link to it in OneDrive for editing.