Sharing OneDrive Document via CRM: Windows 10

Sharing OneDrive Document via CRM: Windows 10

1. Draft an email in CRM.

2. Click the paperclip icon.


3. Click on Desktop

3.png

4. Click on OneDrive - LE icon.

5. Click on LEFiles - Documents folder.

4.png

6. Locate and click file the needed file.

7. Click "Open" button.

7.png

 

 

 

    • Related Articles

    • Sharing a OneDrive Document

      Sending a File 1. Locate the file via Windows Explorer 2. Right click on the file 3. Click Share 4. Enter the recipients email address (or select when it appears while typing) 5. Click Send

    • Sharing OneDrive via Mobile App

      WARNING: These screenshots may look slightly different than yours. The following example documents how to share a piece of LE literature, but these steps can also be followed to share any file located on the LE network. 1. Open your OneDrive app, ...

    • LEIFiles: OneDrive

      OneDrive is a file hosting service and synchronization service operated by Microsoft. LE uses one drive to store and share documents. Install OneDrive Mobile App Install OneDrive on Personal Computer Accessing OneDrive via a LE issued Chromebook ...

    • Sharing one Drive Document via Computer: Copy and Paste Link

      1. In your Windows Explorer, locate the file 2. Right click on the file 3. Click Share 4. Click Copy Link Note: The default setting is "Anyone with the link can view". This link expires in 30 days. You can change this setting to People in LE with the ...

    • Creating a Ticket via Zoho CRM Contact

      Creating a Ticket via Zoho CRM Contact Tickets for customers are to be created against the contact record inside Zoho CRM.  While in Zoho CRM, locate and open the correct contact On the left menu, locate Zoho Desk and click the Plus Sign  Select the ...