Working with OneDrive Integration

Please follow the instruction given below to download/attach the document from OneDrive.

1. Login into the Aptify Web as an end-user.
2. Navigate to Customer Management->Persons->Create list view.
3. Click Person record and from the summary page, go to the person details page.
4. Navigate to the Attachment tab.
5. Click on the OneDrive button.
6. Login to OneDrive using your credentials.
   

7. Select an attachment (Excel, Word, PPT, button, GIF, JPG, MOV, MP3, PNG, TIFF, WAV, WMV, Text, PDF, Zip, etc.)
   

   If you select the wrong attachment, click on Cancel button and attach the correct one.

8. Go to OneDrive, select attachment, and click Open.
   Selected file displays under pending attachments.
9. Save person record.
10. Go to Contact->Attachment.
11. Verify file buttons and file extension.