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.

Attaching files and folders from the issue view

It’s straightforward to add the SharePoint Connector app to your issues. This app enables you to attach files and folders for your team.

Selecting the files and folders to attach

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 connect more folders from the context menu, like in the file manager.

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3. 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.

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

5. Click the “Attach” button.

Attaching files and folders from the file manager

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

Attach to issue

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.

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 the JQL search.

5. Click the "Attach" button.

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 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.

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:

1. Click the “Manage” button

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

3. Repeat as needed.

4. Click the “Done“ button when ready.

Removing attached files and folders

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

Instructions:

1. Click the “Manage” button.

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

    

3. 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.

Wrap up

Now you know how to attach files and folders to your issues.

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.