Overview

Documents in BrightWork 365 are stored in your SharePoint Online site. During the installation of BrightWork 365 the SharePoint site and accompanying document library were created for the environment. A folder in this document library will get created for every new project. With appropriate permissions you can view all the folders directly in the environment's SharePoint Online site.

Documents Tab

You can create new Microsoft Office documents or upload existing documents into this library through the Documents tab of a record.

Large Documents

Documents larger than 50 MB will need to be uploaded directly to the associated SharePoint Online site instead of the Documents section of the record. To upload these documents:

1. Go to the record's Documents tab and use the drop-down in Document Location to click on Documents on Default Site. You will be taken to the associated SharePoint Online location.
   
   
2. Choose Upload to upload the file. The file will upload even if it is larger than 50 MB.
   

Related Documents

You can also view a record's documents by clicking Related | Documents in the menu bar.

Desktop Sync

An additional method to interact with a BrightWork 365 SharePoint Online document library is via desktop sync:

1. Confirm Microsoft OneDrive is installed on your computer.
2. In the Documents tab click the ellipses, click Open Location, and then click Documents on Default Site.
   
   
3. On the SharePoint Online page that opens click Sync to begin the desktop sync via Microsoft OneDrive.
   

Microsoft Teams Sync

An additional method to interact with a BrightWork 365 SharePoint Online document library is by syncing with a project's channel within a Microsoft Team:

1. Confirm Microsoft OneDrive is installed on your computer.
2. In the relevant project channel click on the Files tab and then click Sync.