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Overview

Connect your Microsoft Account to Dovetail to import files directly from OneDrive, recordings from Microsoft Teams or sites from SharePoint into Projects. Microsoft OneDrive is a connected app: each user connects their own Microsoft account. Learn more about connected apps →

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Set up OneDrive integration

  • To connect your Microsoft OneDrive account, go to Settings → Connected apps and find Microsoft OneDrive under App connectors.
  • Next, select Connect, then select Connect again in the dialog that opens. Log in to your Microsoft account, review requested permissions, and confirm the connection.
  • Once connected, you will be able to import files directly from OneDrive into Projects in Dovetail.

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Import files from OneDrive, Teams and SharePoint

Once you have connected your Microsoft Account, you can import supported files into a project where they can be stored and viewed by your team as notes or docs. Importing multiple files on a project view will create a note or doc for each file you import.
  • To do this, open your project, click Data, then select Import.
  • Next, in the Import dialog, select Microsoft OneDrive, then choose your files. With OneDrive, you can import:
    • OneDrive files: These may include any PDFs or presentations.
    • Team recordings: If you’ve recorded an interview or meeting in Teams and want to import it, you can find it by navigating to your Recordings folder in OneDrive. This will only show recordings for meetings that you own.
    • SharePoint sites: If you’re using SharePoint sites to store your team files, you can access these from OneDrive in Dovetail using the Quick access list on the left.
Firefox and Safari users will be required to enable popups in order to use the file picker. If the popup automatically reopens when you enable the popup, you will need to close the window and open OneDrive again.

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Disconnect your Microsoft Account

If you wish to disconnect your Microsoft account from Dovetail, go to Settings → Connected apps and select Configure next to Microsoft OneDrive. Then select Remove connection next to your connection, and select Disconnect to confirm. Once disconnected, we will no longer have access to your OneDrive files or your Microsoft Account information. Any files that you have imported into Dovetail before disconnecting will not be deleted and will remain in Dovetail. Workspace admins can also remove other users’ connections. See Connected apps.

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Requested permissions

When you connect OneDrive to Dovetail, you will grant Dovetail access to:
  • See your primary Microsoft Account email address.
  • Associate you with your personal info on Microsoft.
  • See and download all your OneDrive and SharePoint files as well as the names and emails of people you share files with. We use this information to display and import your files to Dovetail, and to link your Microsoft Account with Dovetail.
  • User.Read, Files.Read.All, Sites.Read.All

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Troubleshooting

Please note that some files such as OneNote cannot be downloaded from OneDrive, an error saying “unsupported file” will appear when you attempt to import it.