Linking Files From Google, Dropbox and OneDrive

Video Tip - Go to the 1:28 mark of the video to view information on how to link files from other applications like Google, Dropbox and Microsoft OneDrive.

You have the ability to add links to files you have stored in your Google Docs/Drive, Dropbox or Microsoft OneDrive accounts.

This feature will add a link to the selected Google/Dropbox/OneDrive files that anyone with access to the Files tool in an Event can click on and access. It WILL NOT give them access to your entire Google Docs/Drive or Dropbox account; it will only give them access to the linked file(s).

NOTE: Once a link to a Google Doc/Drive or Dropbox file has been created, you can place each of these links in a folder by clicking on the down arrow to the right of the file name; selecting the "Move to Folder/Switch Folder" option; and selecting the folder to move it to.

To Link a File from Google Docs/Drive:

  1. Click on the "Files" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Files" tool.
  2. Click on the "More" button and select the "Google Drive" option.
    • If you are not logged into Google, a modal box will appear prompting you to log in. You may be asked to give permission to Planning Pod to access certain information in your Google account.
  3. Select the file that you wish to create a link to. The link will be added momentarily.
  4. Repeat if you wish to add additional linked files.

To Link a File from Dropbox:

  1. Click on the "Files" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Files" tool.
  2. Click on the "More" button and select the "Dropbox" option.
    • If you are not logged into Dropbox, a modal box will appear prompting you to log in. You may be asked to give permission to Planning Pod to access certain information in your Dropbox account.
  3. Select the file that you wish to create a link to. The link will be added momentarily.
  4. Repeat if you wish to add additional linked files.

To Link a File from Microsoft OneDrive:

  1. Click on the "Files" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Files" tool.
  2. Click on the "More" button and select the "OneDrive" option.
    • If you are not logged into Microsoft, a modal box will appear prompting you to log in. You may be asked to give permission to Planning Pod to access certain information in your Microsoft OneDrive account.
  3. Select the file that you wish to create a link to. The link will be added momentarily.
  4. Repeat if you wish to add additional linked files.
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