Sourcing attachments from external storage
You can use external storage to attach content to a case or Pulse conversation.
- In the Designer Studio header, click .
- On the Application form, click the Integration & security tab.
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In the
Content sourcing
section, configure one or more
external storage systems.
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To use external content for case attachments only:
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Select the Source from CMIS systems check box.
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To change the label that users see when they add an attachment from this system, enter a description in the Label for this content source field.
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To use external content for case attachments or Pulse attachments:
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Select the Source from web storage providers check box.
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In the Provider list, select an installed web storage provider for which you have an account and a content location.
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In the Authentication profile field, press the Down Arrow key and then select an authentication profile of type OAuth 2.0.Note: You must use the same authentication profile to store content in and source content from the web storage provider.
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To change the label that users see when they add an attachment from this web storage provider, enter a description in the Label field.
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To use content from more than one web storage provider, click Add.
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- Click Save.