OneDrive and SharePoint

Updated 26 October 2026

Pick files from OneDrive or SharePoint when you upload in DAIV.

Use OneDrive / SharePoint in the file chooser wherever DAIV lets you pick a file from the cloud — for example when you upload a contract.

When the option appears

OneDrive / SharePoint shows for every user when this DAIV deployment has a Microsoft client id configured. There is no separate organisation toggle in the app.

If you never see the option, your environment may not have Microsoft file picking enabled — contact your DAIV representative.

Pick a file

  1. Open a flow that asks for a file (for example Contracts Under Review → Upload Contract, then the contract PDF step).
  2. Select the upload area (or Choose file).
  3. In the menu, select OneDrive / SharePoint (1).
  4. Sign in to Microsoft if asked, then pick the file.
File source menu with OneDrive / SharePoint (1)

This device browses local files. Select Procore when it is in the menu. See Pick files from Procore.

How sign-in works

How you signed in to DAIVWhat Microsoft does
MicrosoftOpens OneDrive with that account when it can (silent sign-in).
Google (or another method)Asks you to sign in to Microsoft before you can pick a file.

The chooser itself does not hide based on login method — only the Microsoft prompt changes.

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