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Learn how to attach files and folders to your issues with the SharePoint Connector app to share the knowledge with your team.

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With the SharePoint Connector app on Jira, you can attach files and folders to your issues to share knowledge with your team. Widget Connectoroverlayyoutube_templatecom/atlassian/confluence/extra/widgetconnector/templates/youtube.vmwidth760pxurlhttps://www.youtube.com/watch?v=DcllXa5jNMM&list=PLBOKzv4iXdhDJculBXNVgluNC4SMsds5e&index=6height428px

On this page, we’ll show you how to do just that, from the issue view and the file manager, helping you and your team to keep all the information updated and in one place. If you want to attach files and folders for your customers, check the SP Attach files and folders for customers on Jira Service Management Cloud page.

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Attaching files and folders from the issue view

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Adding the SharePoint Connector app to the issue

By default, Jira hides installed apps. So, the first step is to add the SharePoint Connector app to your issue.

Instructions:

In the issue, click the “Attach items with SharePoint Connector” button or the button with the SharePoint Connector icon Click the “SharePoint” button below the issue title.

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Tip

And that’s it. The app will load below the issue description and will now always appear when you return to that issue page (but it’s possible to you can hide it again).

Remember that you also need to add the app to the issue when you attach files and folders to issues from the file manager.

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Selecting the files and folders to attach

With the app in place, you can start attaching files and folders.

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Instructions:

  1. Click the “Attach file/folder” button.

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  2. Browse your connected folders in the SharePoint Connector dialog. If you haven't connected any folders, you can do so now. You can also connect more folders from the context menu as you would in the file manager.

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  3. Click the checkbox to select the files and folders you want to attach by clicking the checkbox. You’ll see them appear on . They will appear in the live preview pane on the right side.

  4. Optional: click the “Layout” tab to customize how attachments look on your page.

  5. Click the “Attach” button.

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In Jira, you can attach files and folders to your issues directly from the file manager, which is accessible from the sidebar.

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Attach to issue

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Instructions:

  1. In the file manager, navigate your connected folders until you can see the file or folder you want to attach to an issue. 

  2. Open the context menu of the file or folder to attach.

  3. Click the "Attach to issue" option.

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  4. Select the issue where you want to attach the file or folder. You can use the search field to look for a particular issue or even use even use the JQL search.

  5. Click the "Attach" button.

Tip

All done. Your file or folder is now attached to the issue. You can click Click the "View issue" button to jump to the issue page.

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You can set different layout settings when attaching files and folders to your issue or by clicking the “Layout” button when you already have attached something. You’ll be able to You can preview the changes in the “Live Preview” panel. When you save the changes, you’ll see the new layout applied to your issue page.

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Tip

All done. The app is updated.

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Removing attached files and folders

You can remove specific files and folders attached to an issue at any moment.

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Instructions:

  1. Click the “Manage” button.

  2. Click the “Unlink” button on the files and folders you want to remove.

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  3. Click the “Done” button to end the management mode.

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Tip

It's all done. Your files and folders are safe and sound in your storage place, but they are no longer connected to the issue.

Note

This action is undoable, but you can attach the files and folders again.

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Hiding the app

You can also hide the entire app on the issue page while keeping all the files and folders attached.

Instructions:

  1. Click the context menu in the top right corner.

  2. Click the “Hide SharePoint and OneDrive” option.

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Tip

All done. Your files and folders are still attached to the issue but not visible. To show them again, add the app back.

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Wrap up

Now you know how to attach files and folders to your issues. Don’t forget you can also attach files and folders for your customers (Jira Service Desk projects only). 

If you still have questions about attaching files and folders to your issuesthe topics covered on this page, visit our our support portal and and send them to us your questions. Our team is always happy to help.

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