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Learn how to attach files and folders for your customers with the SharePoint Connector app. |
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On this page, we'll show you how to do just that, from the issue view and the file manager, while setting the appropriate permissions, helping you and your team to keep all the information updated and in one place. If you only want to attach for your team, check the Attaching files and folders to issues [SP JC] page.
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Attaching files and folders for customers from the issue view
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By default, Jira hides installed apps. So, the first step is to add the SharePoint Connector app to your issue.
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In the issue, click the "Attach items with SharePoint Connector" button, or the SharePoint Connector icon, below the issue title.
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Click the "Attach for customer" button.
Browse your connected folders in the SharePoint Connector dialog. If you haven't connected any, you can do that so now. You can also connect more folders from the context menu as you would in the file manager.
Select the files and folders you want to attach by clicking the checkbox. You'll see them appear on the live preview pane on the right side.
You can now click the "Customer Permissions" tab or click the "Attach" button if you don't need to grant any permissions.
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In the SharePoint Connector dialog, click the "Customer Permissions" tab.
Click the toggle buttons to grant additional permissions to customers.
If you have already selected all the files you want to attach, click the "Attach" button. Otherwise, click the "Attachments" tab to select more. The permissions you selected will also apply.
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The attached files and folders for customers have a white background. In contrast, the ones shared with the team have a light yellow background to help you distinguish them the same way Jira differentiates messages for the customer and internal notes. |
You need to add the app to the issue page to view the attached files and folders from the file manager.
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Removing attached files and folders for customers
You can remove specific files and folders attached to an issue at any moment.
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Instructions:
Click the "Manage" button.
Click the "Unlink" button on the files and folders you want to remove.
Click the "Done" button.
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