Connect OneDrive and SharePoint

Connect OneDrive to attach scripts straight from OneDrive or SharePoint, including files a client shared with you. You browse with RecReview’s own picker.

Connect your account

1. Click your avatar at the top right and choose Settings.
2. Open the Account tab and scroll to Integrations.
3. On the OneDrive row, click Connect.
4. Authorise the access on the Microsoft screen that opens.

The row then reads Connected.

Workspace admins can also connect from Workspace Settings → Integrations.

Attach a script

1. Open the video task and choose the OneDrive option in the script actions.
2. Select script from OneDrive opens with three tabs:
   • My files — your own OneDrive, folder by folder.
   • Shared with me — files other people shared with your account, a client’s script included.
   • Sites — SharePoint sites you follow, and their document libraries.
3. To find a file by name instead of browsing, type in Search OneDrive… (Enter).
4. Pick the file. Scripts accept PDF, Word, PowerPoint, TXT or RTF.

The script is attached to the task. To replace it later, use New version (OneDrive) — the earlier version stays in the task’s history.

When SharePoint sites do not load

Two messages, two different problems:

• SharePoint sites need an updated Microsoft permission. — your connection predates SharePoint support. Click Reconnect OneDrive and approve again.
• No SharePoint sites — follow sites in SharePoint to see them here (work accounts). — the permission is fine, there is nothing to list. Follow the site in SharePoint. A personal Microsoft account has no sites, and reconnecting will not change that.

Note: Removing a script from a task only detaches it. The original file in OneDrive will not be affected.

Disconnect

Go to Settings → Account → Integrations and click Disconnect on the OneDrive row. You can also use Disconnect on the OneDrive card in Workspace Settings. RecReview confirms with OneDrive disconnected.