Welcome to Isolocity's Support

Link to Video: OneDrive Integration

Integrations Document: Integrations Overview

Overview Document: Using OneDrive with Isolocity

OneDrive Integration Overview

Overview

This article provides a step-by-step guide on how to activate and use the new OneDrive integration within the Isolocity platform. This integration allows users to link their OneDrive account to create, edit, and store documents directly from the platform.

Enabling the OneDrive Integration

1. Access Organizational Settings
    Click on your initials at the top right-hand corner of the screen and select Organizational Settings.
   
   

2. Enable OneDrive Integration
    Scroll down until you find the OneDrive Integration toggle.
    Toggle the feature ON and click Save Settings at the bottom right corner.
   
   

Note: This integration requires an admin to complete the setup.

3. Reference Documentation
   
   

   • A Microsoft article is available on the Isolocity website for further detail.
     
     

   • A dedicated OneDrive User Guide is also available via the knowledge base documentation related to this video.
     
     

Using the OneDrive Integration

1. Create or Select a Document
   
   

   • To create a new document, click the “Create New Document” button at the top right.
     
     

   • Alternatively, select an existing document already under revision.
     
     

2. Recognizing the Integration is Active
   
   

   • Once toggled on, a blue cloud icon will appear when editing documents.
     
     

3. First-Time Setup
   
   

   • Click the cloud icon. A pop-up will prompt you to sign in to Azure.
     
     

   • This links your OneDrive account to Isolocity.
     
     

4. Accessing and Editing Documents
   
   

   • After linking, clicking the cloud icon will display your available OneDrive files.
     
     

   • Select a document to attach it to the record.
     
     

   • Click the document to open it in a new tab.
     
     

   • Edits will auto-save, and you can close the document when done.
     
     

   • Clicking the cloud again will re-open the most recently edited document.
     
     

PDF Conversion and Approval

1. Auto-PDF on Approval
    If the “Convert to PDF” setting is toggled on, Word documents will automatically convert to PDF once the document is fully approved.
   
   

2. Approving a Document
   
   

   • Once approved, refresh the screen to view the final PDF version.
     
     

   • Note: PDF previews will not reflect edits unless the document has gone through full approval.
     
     

Revisions and Editing

1. Creating a New Revision
   
   

   • Click “New Revision” on the approved document.
     
     

   • The system will convert the PDF back to a Word document so you can continue editing.
     
     

2. Repeat the Process
   
   

   • Continue making changes, approving, and revising as needed.