About the SharePoint Connector macro

Our macro allows you to attach files and entire folders to your pages using a particular view of the file manager. You can insert the macro on your pages as many times as you need and attach as many files and folders as you want per macro.

On this page, you can check how to use the macro so you and your team can share the relevant files and folders in the right place, quickly building your one source of truth inside Confluence.

Adding the macro to your page

Adding the SharePoint Connector macro to your pages is straightforward, with the / shortcut or via the “Insert items” menu.

Using the / shortcut

Instructions:

1. Enter the edit mode of the page where you want to attach files and folders.

2. Place the cursor where you want the macro to appear.

3. Type /attach and select the SharePoint Connector app from the dropdown.

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4. The SharePoint Connector dialog opens automatically. If it doesn’t, select the macro and click the “Edit” button.

5. 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.

6. Click the checkbox to select the files and folders you want to attach. They will appear in the live preview pane on the right side. 

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

8. Click the “Insert” button.

While in edit mode, you can view your attachments and add more files and folders by clicking the “Edit” button on the macro again. You can preview your attached items, edit Office files, and browse your folders when you publish the page.

Using the “Insert items” menu

Instructions:

1. Enter the edit mode of the page where you want to attach files and folders.

2. Place the cursor where you want the macro to appear.

3. Click the “Insert items” menu on the toolbar.

4. Start typing SharePoint in the search field until you see it.

5. Click the “SharePoint & OneDrive” option.

6. 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.

7. Click the checkbox to select the files and folders you want to attach. They will appear in the live preview pane on the right side.

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

9. Click the “Insert” button.

While in edit mode, you can preview your attachments and add more files and folders by clicking the “Edit” button on the macro again. You can preview your attached items, edit Office files, and browse your folders when you publish the page.

Customizing the layout

By default, the files and folders attached to Confluence pages 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 for new macros, and you can customize individual macros.

You can set different layout settings when attaching files and folders in a new macro or by editing existing macros by clicking the “Layout” tab in the SharePoint Connector dialog. You can preview the changes in the “Live Preview” panel. When you save the changes, you’ll see the new layout applied to your page.

Attachment header

Select the size for the header of the macro:

• 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 width

Select the width for the preview:

• Auto: The standard width for previews uses the available space;

• Custom: Define a value for the width of the preview area.

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 macro.

Instructions:

1. Enter the edit mode of the page

2. Select the macro you want to change

3. Click the edit button

4. Click and drag the handle on the left side of the item you want to reorder to the desired place.

5. Repeat as needed.

6. Click the “Save“ button when you’re done.

Removing attached files and folders

You can remove specific files and folders attached to a macro at any moment.

Instructions:

1. Enter the edit mode of the page

2. Select the macro that you want to change

3. Click the “Edit” button

4. The live preview pane lists all the attached files. Click the unlink button on the ones you want to remove from the macro.

5. Click the “Save” button.

Your macro is updated. You’ll see the updated list if you are using the new editor. 

Removing the macro

You can also remove the entire macro and all the files and folders attached.

Instructions:

1. Enter the edit mode of the page.

2. Select the macro that you want to remove.

3. Click the “Remove” button.

It's all done. Your files and folders are safe and sound, but they are no longer attached to the page after you publish the changes.

Wrap up

Now you know how to attach files and folders to your pages and make changes to your macros. Don’t forget you can connect more folders from the file manager.

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