About the SharePoint Connector app on Jira
With the SharePoint Connector app on Jira, you can attach files and folders to your issues to share knowledge with your team.
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 for your customers, check the Attach files and folders for customers page.
Attaching files and folders from the issue view
It’s straightforward to add the SharePoint Connector app to your issues, enabling you to attach files and folders for your team.
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 below the issue title.
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 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.
Selecting the files and folders to attach
With the app in place, you can start attaching files and folders.
Instructions:
Click the “Attach file/folder” button.
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.
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.
Optional: click the “Layout” tab to customize how attachments look on your page.
Click the “Attach” button.
All done. Your attached files and folders are now visible on the issue.
Attaching files and folders from the file manager
In Jira, you can attach files and folders to your issues directly from the file manager, which is accessible from the sidebar.
Attach to issue
Instructions:
In the file manager, navigate your connected folders until you can see the file or folder you want to attach to an issue.
Open the context menu of the file or folder to attach.
Click the "Attach to issue" option.
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 the JQL search.
Click the "Attach" button.
All done. Your file or folder is now attached to the issue. You can click the "View issue" button to jump to the issue page.
You need to add the app to the issue page to view the attached files and folders from the file manager.
Customizing the layout
By default, the files and folders attached to Jira issues use a regular header and appear in the collapsed view to use less space on the screen. It’s easy to preview the file by clicking the arrow to open the expanded view, which uses the width of the page and is 464px tall.
The Admin can set different defaults, and you can customize individual issues.
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 preview the changes in the “Live Preview” panel. When you save the changes, you’ll see the new layout applied to your issue page.
You can also edit the layout of attached files and folders by clicking the “Layout” button in the app.
Attachment header
Select the size for the header of the attachment:
Regular: The standard size for the header of attached files and folders. It shows a big icon and additional details;
Compact: Uses a smaller icon and only indicates the name of the file or folder;
Hidden for files: Completely hides the file header and forces the expanded preview option. Moving the mouse over the file will show a compact header.
Preview height
Select the height for the preview:
Regular: The standard height for previews (464px);
Custom: Define a value for the height of the preview area.
Preview default visibility
Select the behavior for the preview:
Collapsed: The standard option that hides the preview;
Expanded: Automatically shows the preview of files and folders. This option is required when selecting the “Hidden for files” header.
Reorder items
You can reorder files and folders in the app.
Instructions:
Click the “Manage” button
Click and drag the handle on the left side of the item you want to reorder to the desired place.
Repeat as needed.
Click the “Done“ button when ready.
All done. The app is updated.
Removing attached files and folders
You can remove specific files and folders attached to an issue at any moment.
Instructions:
Click the “Manage” button.
Click the “Unlink” button on the files and folders you want to remove.
Click the “Done” button to end the management mode.
All done. Your files and folders are safe and sound in your storage place but no longer connected to the issue.
This action is undoable, but you can attach the files and folders again.
Hiding the app
You can also hide the entire app on the issue page while keeping all the files and folders attached.
Instructions:
Click the context menu in the top right corner.
Click the “Hide SharePoint and OneDrive” option.
All done. Your files and folders are still attached to the issue but not visible. To show them again, add the app back.
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 issues, visit our support portal and send us your questions. Our team is always happy to help.