Using Third-Party Documents

Integrating Third-Party Document Options for Memo

• The availability of third-party editors (currently Google Docs and Microsoft OneDrive) is managed from System Settings > Ideas > Memo. These options are disabled by default. When enabled, these editors will be visible to users, allowing them to create and edit memos.
• The Google Docs and OneDrive integrations are handled on a per-user basis. Each individual user will be required to authenticate to leverage these editors. There are two ways to authenticate: through their User Profile > Settings page, or during memo creation.

Integration on Profile Settings Page 

• Users can navigate to their User Profile > Settings 
• At the bottom of the page, they will see the option to integrate with Google Docs or OneDrive
• Selecting Connect will send the user to the third-party login page to verify their credentials 
• Once authentication is complete, the user will be redirected back to the Settings page and see a notification confirming that they have successfully been connected

Integration during Document Creation 

• If a user selects to create a memo with a third-party editor, but has not yet authenticated, they will be directed to authenticate before being taken to the memo in the third-party editor.

Creating or Linking Third-Party Documents

• Once third-party integrations have been enabled, users can create or link documents from Memo Team Site, Userhome, or from the Record View.
• For further information on creating a memo, please refer to the Creating a Memo article.

Requesting and Completing Reviews

• The best way to request or complete reviews for third-party documents is with our Browser Extension.