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Webex | Microsoft OneDrive or SharePoint Online

Add your OneDrive or SharePoint online account to Webex and you can share, preview, view and co-edit your OneDrive or SharePoint Online files directly in Webex.

Webex | Add Your Microsoft OneDrive or SharePoint Online Account

When you're working on a project, sharing ideas in Webex, you can keep working on your shared project documents right from the space. You can access your company's enterprise content management system from within Webex. When you add your account, you can share and edit Microsoft OneDrive or SharePoint Online files directly from Webex spaces. Your administrator provides you with permission to access to your company's enterprise content management from within Webex.

1

Click your profile picture, select Settings > Integrations, and then click Add account.

2

Enter your account information and connect to your account.

Your administrator can restrict the account that you use to sign into your OneDrive or SharePoint Online account. If you receive an access error, contact your administrator to confirm your account information.


 

Click Yes to remain signed in to your OneDrive or SharePoint Online account.

1

Click your profile picture, select Preferences > Accounts, and then click +.

2

Enter your account information and connect to your OneDrive or SharePoint Online account.

Your administrator can restrict the account that you use to sign into your OneDrive or SharePoint Online account. If you receive an access error, contact your administrator to confirm your account information.


 

Click Yes to remain signed in to your OneDrive or SharePoint Online account.

1

Tap your profile picture, select Settings > Accounts, and then choose your account type.

2

Enter your account information and then connect to your account.

Your administrator can restrict the account that you use to sign into your OneDrive or SharePoint Online account. If you receive an access error, contact your administrator to confirm your account information.

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Webex | Share Files from Microsoft OneDrive or SharePoint Online

You can share your OneDrive or SharePoint Online files directly in a Webex space. Everyone in the space can access the latest version of the files.

You can choose a file directly from OneDrive or SharePoint Online. After you share the file in your Webex space, people can edit the file directly from Webex. More than one person can edit the file at the same time and they can see all the updates.

1

In the message area, click Attachment , and then choose Share from OneDrive or SharePoint Online.

Your administrator can restrict the files that you share to only files from OneDrive or SharePoint Online. When you click Attachment , you don't see the option to Upload from my computer, and you select a file from OneDrive or SharePoint Online.

2

Select a file from OneDrive or SharePoint Online, and then click Open.

3

Then, decide who can view the file in the space:

Your administrator can change which of these options are available in OneDrive or SharePoint Online.

  • Anyone—Anyone can view the file, including people from outside your organization. To allow people to edit the file, click Allow editing.
  • People in your organization—Only people in your organization can view the file. To allow them to edit the files, click Allow editing.
  • People currently in this space—Access to the file is shared with everyone in the space. To allow them to edit the files, click Allow editing.

 

People added to the space after the file is shared, won't automatically be given permission. Hover over the file in the space and click Update file share , to reshare the file. when the permission is updated everyone in the space will have access to the file.

  • People with existing accessWebex uses the permissions already set up for viewing and editing this file in OneDrive or SharePoint Online.

When people don't have access to the file, they see the file name but they can't edit or view the file or see a thumbnail preview.

4

Click Apply and then press Enter to share the file.

You can choose a file directly from OneDrive or SharePoint Online. After you share the file in your Webex space, people can edit the file directly from Webex. More than one person can edit the file at the same time and they can see all the updates.

1

In the message area, tap Attachment , and then tap Share from OneDrive or SharePoint Online.

2

Select a file from OneDrive or SharePoint Online, and then tap Open.

3

Then, decide who can view the file in the space:

Your administrator can change which of these options are available in OneDrive or SharePoint Online.

  • Anyone—Anyone can view the file, including people from outside your organization. To allow people to edit the file, tap Allow editing.
  • People in your organization—Only people in your organization can view the file. To allow them to edit the files, tap Allow editing.
  • People with existing accessWebex uses the permissions already set up for viewing and editing this file in OneDrive or SharePoint Online.

When people don't have access to the file, they see the file name but they can't edit or view the file or see a thumbnail preview.

4

Select Apply, and then tap Send to share the file.

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Webex | Reshare Files from Microsoft OneDrive or SharePoint Online

When you share your OneDrive or SharePoint Online file in a Webex space, you must reshare access with anyone added to the space after the initial share. Any new people added to the space won't have access, until you reshare your file.

1

Go to the file in the space, hover on the file and click Update file share .


 

You can also click Content and then select Files. You can view files in List view or Grid view . Hover over the file and click Update file share .

2

In the pop-up window click Allow editing if you want to give people permission to edit the file, and then click Update.

When the permission is updated, everyone in the space will then have access to the file.
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Webex | Upload Files to Microsoft OneDrive or SharePoint Online

You can upload files or a folder of files from your computer to your OneDrive or SharePoint Online account in Webex. You can then choose to share these files in a Webex space.

1

In the message area, click Attachment , and then choose Share from OneDrive or SharePoint.

2

Click Upload and choose Files or Folder to upload files to your OneDrive or SharePoint Online account.

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Webex | View and Edit Microsoft OneDrive or SharePoint Online Files

When people share files from OneDrive or SharePoint Online in Webex spaces, you can click on the files to view them. When you have edit permission, you can edit the shared file directly from Webex. The file opens in the application that is associated with the file type. A Microsoft Word file opens in Microsoft Word Online.

Before you begin

Your Microsoft administrator must configure this option before you can view shared files.

Click on the file in the space to open it.

When you have edit permission, you can edit the file directly from OneDrive or SharePoint Online. Other people can co-edit the file and you can see their updates. When you have read-only access, you can view the shared file.

Before you begin

Your Microsoft administrator must configure this option before you can view shared files.

To view a file, tap on the file preview in the space.

Before you begin

Your Microsoft administrator must configure this option before you can view shared files.

Click on the file in the space.

When you have edit permission, the file opens for editing in OneDrive or SharePoint Online in a new browser window and when you have read-only permission, you can view the file in OneDrive or SharePoint Online in a new browser window.

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Webex | Link a Microsoft OneDrive or SharePoint Online Folder to a Space

If everyone in a space is working together on files in a Microsoft OneDrive or SharePoint Online folder, you can link the space to that folder. Everyone can then access the files in the linked folder directly from the Webex space.


Your administrator must configure this option before you can use linked folders. If you subscribe to Webex from your Service Provider, please contact your Service Provider’s customer support team to enable the configuration.

1

In the space, click Content, and then select .

If you haven't already added your account, click Connect to Account to add your account.
2

Click Link to Online Folder, choose a folder from your account, and then click Open.

When people have access in SharePoint or OneDrive Online to this folder, they can access the files in the folder in Webex.

3

Choose Set as the default linked folder for this space and all files shared in the Webex space are automatically uploaded to your linked folder.


 

This setting is only available if your administrator has set it up. If you don't see the option, then all files shared into the space are automatically uploaded to the linked folder.

You can see the files that are in the linked folder and any files shared in the space.


If you want to remove a linked folder from a space, click Content and choose . Then, select Linked folder files, click , and then select Unlink folder from space.

1

In the space, tap , and then select Files.

If you haven't already added your account, click Connect to Sharepoint or OneDrive to add your account.
2

Tap Link to online folder, select a folder from your account, tap Link, and then tap Done.

You can see the files that are in the linked folder and any files shared in the space.


If you want to remove a linked folder from a space, tap , and then select Files. Then, select the folder and tap Unlink folder from space.

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Webex | View or Edit Files in a Linked Folder

When a folder in Microsoft OneDrive or SharePoint Online is linked to a Webex space, you can view or edit the files in the linked folder directly in Webex. Your administrator must configure this option before you can use linked folders.

1

In the space, click Content, and then select .

2

Click Shared in space , select Linked folder files and then click on a file.


 

If you have permission to edit the files in the OneDrive or SharePoint Online folder, you can edit the files directly from Webex.

If you want to remove a linked folder from a space, click Content and choose . Then, select Linked folder files, click , and then select Unlink folder from space.

1

In the space, tap , and then select Files.

2

Tap Linked Folder, select a folder from your account, and then tap on a file.


 

If you have permission to edit the files in the OneDrive or SharePoint Online folder, you can edit the files directly from Webex.

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