How do I use SharePoint with Brightflag Workspace?

You may have files in SharePoint that you want to reference or add to Brightflag Workspace or copy from Brightflag Workspace to SharePoint. These may be files in Records or Documents in a Task.

To reference a SharePoint file in a Task

Find the link to the file(s) on SharePoint, make sure all workroom members have access through the link, then open the Task and add the reference link

To copy a file into Brightflag Workspace from SharePoint

Find the file(s) in SharePoint, then download the file(s) 

To copy the file(s) to Records
Select the destination folder, then drag the file(s) from your local drive OR

Open the uploader

To copy the file(s) to a Task
Open the Task, then upload the file(s) as a document or a reference file 

To copy a file from Brightflag Workspace to SharePoint

Find the file(s) on Brightflag Workspace, then select multiple files and download, or open the menu and download 

Upload to SharePoint

To copy folders from Brightflag Workspace to SharePoint

Find the folder(s) in Brightflag Workspace, then download to your local drive

Upload to SharePoint