Linking existing SharePoint files to your Cyberday content

This article describes how you can add your SharePoint and ten link external files for example to tasks or documentation.
Back

If you would like to either for example add additional assurance to a task or if you simply have ready documents and files related to some item in your ISMS, you can use external files.

Connect your Sharepoint with Cyberday

You can connect your SharePoint with Cyberday in the Organization Settings. Add your SharePoint URL and the SharePoint site name and click "Save". You can connect one Sharepoint site.

  1. Navigate to "Settings" from the "Organization dashboard"
  2. Navigate to the "Organization settings"
  3. Add Sharepoint site URL

SharePointURL is e.g. agendium.sharepoint.com

SharePointURL site name is e.g. Dev. You can see a full list of sites your SharePoint account has on your SharePoint start page.

SharePoint site URL can be added in the settings

Linking SharePoint files to tasks

When linking an external file to a task, you have to firstly open the theme and then the task you would like to add the file to. Click the "edit task" button and select "+ more assurance" option in the task card. Then simply click the "Add" button under "Link external files".

In the taks card you can add additional assurance information
Choose "Link external files"

Once you have clicked on the "Add" button, the window will close and you can see the "Pick new files from SharePoint" option in the task card. Select the external file you would like to add. Remember to click the "Done editing" button when you have added the external file and are done with the task editing for now.

Linking SharePoint files to documentation items

Behind three dots in the upper right corner of the documentation card you can select "Link external files". You will be guided to "Pick new files from SharePoint". Select the file you would like to add. You can add several external files before closing the window.

Behind three dots you'll find "Link external files"

Linking SharePoint files to guidelines

If you would like to add an external file to your guideline, select the three dots on the right side. Select "Link external files".

Behind three dots you'll find option to add external files to guidelines
The option "Pick new files from SharePoint" is now active
You can select wanted files
Once the file is added, you can click "Preview" to preview the file or click on the red trashcan button to delete it

Editing and previewing linked files

After adding an external file, you can easily preview the file by clicking on "Preview". For example the in the documentation card added external files also have a link to edit the external file.

External files can be previewed, edited in browser and deleted

Questions and feedback

Do you have any further questions, would need another help article or would like to give some feedback? Please contact our team via team@cyberday.ai or the chat box in the right lower corner.

Content

Explore more help content