Sourcing attachments from external storage

You can use external storage to attach content to a case or Pulse conversation.

Ensure that web storage providers are correctly configured. For more information, see the article Downloading and configuring pluggable web storage provider components on the PDN.
  1. In the Designer Studio header, click Application name > Definition.
  2. On the Application form, click the Integration & security tab.
  3. In the Content sourcing section, configure one or more external storage systems.
    • To use external content for case attachments only:
      1. Select the Source from CMIS systems check box.

      2. 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.

    • To use external content for case attachments or Pulse attachments:
      1. Select the Source from web storage providers check box.

      2. In the Provider list, select an installed web storage provider for which you have an account and a content location.

      3. 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.
      4. To change the label that users see when they add an attachment from this web storage provider, enter a description in the Label field.

      5. To use content from more than one web storage provider, click Add.

  4. Click Save.
Content from external storage is available when you add an attachment to a case or Pulse conversation, based on the sources that you configure.