About the SharePoint Connector macro

Our macro allows you to attach all kinds of files and even 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.

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On this page, we'll show you 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 right inside Confluence.

Adding the macro to your page

Adding the Team Files macro to your pages is straightforward, with the { shortcut or via the “Insert” 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 {SharePoint and select the SharePoint Connector app from the dropdown.

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4. Click the macro and then 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.

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 only see the macro placeholder and add more files and folders by clicking the "Edit" button again. When you publish the page, you can preview your attached items, edit documents, and browse your folders.

Using the "Insert" 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 to macro to appear.

3. Click the "Insert" menu on the toolbar (+) and then click "SharePoint Connector."

    

4. 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.

5. 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. 

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

7. Click the "Insert" button.

While in edit mode, you can only see the macro placeholder and add more files and folders by clicking the "Edit" button again. When you publish the page, you can preview your attached items, edit documents, and browse your folders.

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. You’ll see the new layout applied to your page when you save the changes.

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 (400px);

• 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. You'll find a list of all the attached files on the live preview pane. Click the unlink button of the ones you want to remove from the macro.

5. Click the "Save" button.

Your macro is updated.

Removing the macro

You can also remove the entire macro, removing at once all the files and folders attached to it.

Instructions:

1. Enter the edit mode of the page.

2. Select the macro that you want to remove.

3. Click the "Remove" button.

All done. Your files and folders are safe and sound but no longer attached to the page after publishing 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.