Adding a SharePoint document

There are two methods to add a SharePoint document using this macro. You can either use the macro browser to select the macro and search for a document, or simply copy the URL of a document and paste it into a Confluence page in edit mode.

Using the Macro Browser

To embed a document from SharePoint into a Confluence page, open the macro browser and select the "SharePoint Online Document" macro. You can use the search field to filter the macros by typing their name.

Open

Open

Using URL Pasting

A quicker method to embed a document into a Confluence page is by copying the link of a SharePoint document and pasting it at the desired location on the page while in edit mode. A macro will be created automatically.

Once you publish the page, the document will be displayed. You can edit this macro later if you need to make changes. Additionally, you can adjust the display options before publishing the page. By default, the document will be embedded with the "responsive" display option preselected.

The following links are currently supported by this feature (for OneDrive and SharePoint):

• Open the document in the web app and copy the link from the browser's address bar.

• Open the document's context menu and select 'Copy link'.

• Open the document's context menu, select 'Share', and then choose 'Copy Link' in the subsequent dialog. Note that adding special permissions via the sharing link is currently not supported.

Configure the Document macro 

Our aim is to make it as simple and efficient as possible for you to access the right items from Microsoft 365. Therefore, we offer multiple ways (1) to locate your files, allowing you to choose the one that best suits your needs.

Items can be selected by ticking the checkbox. You will be able to see all your selected items in the bottom section of the dialog and remove the selection if needed. (8)

Once you have finished selecting items, you can connect all selected items to the issue by clicking the Save button (6)

In the Start tab you can see a list of recently accessed files (4). On the right side (3) you can always see a preview of the document or folder you selected in the list. This preview will represent the way that item will be shown as an embed later.

Global search for Items

The global (7) search allows you to search for files, folders, and libraries in the entire Microsoft 365 ecosystem and is also located in the Start tab. Simply type in the bar to start searching.

Display as

You can switch the way the items are displayed on the page by using the buttons at the bottom right. (5) By default, items will be shown as an embed, but you can also choose to display them as links on the Confluence page.

• Link provides a persistent link, even if the document has been renamed or moved. By clicking this link, the document will be opened in the Office Web App in a new browser tab. Documents that are not supported by the Office Web App will trigger the default browser behavior if clicked. 

   

  • You can also select multiple links, which will be displayed as a list within a single macro. You can perform the same actions on these links as you would with embedded documents.

     

• Alternatively, the Embed display option will render the item to appear as a preview on the page, so you can see the content of the document or folder inside of confluence. This view works on most of the common file types. To get more details on which types are supported, have a look at the official Microsoft documentation.
  The document will fill the available space based on the layout of the Confluence page.

  • You can embed multiple files within the same macro. A carousel of files will be displayed, and you can use the arrows or dots to navigate through the files.
    
    

Support & Feedback

By clicking this (2) button, you will open the Support and Feedback menu. You can read more about this here.

Get Items by SharePoint Site

The SharePoint Sites tab provides you with the “classic” way to find your items. Here, you are able to browse through the libraries and folders of any SharePoint site to find the desired items.

At the start, you have to select your preferred SharePoint site from the dropdown. If your needed SharePoint Site is currently not in the list, you always have the possibility to search for the name of the site directly in the drop-down field. During the search, a loading spinner will indicate the process.

After you select a SharePoint Site, you have the possibility to further filter for a Document Library by selecting it from the relative list.

After your selection, all files and folders will be displayed in the table. By clicking on a folder, you are able to list the files in that folder. The breadcrumbs at the top will display the current path to the selected directory and give you the possibility to navigate backwards.

Get Items from My OneDrive

The My OneDrive tab provides you with the easiest way to browse your own files and folders inside your OneDrive. You can simply scroll through the table to find and select the items you are looking for.

Get Items from Shared with me

The Shared with me tab provides you with a simple and fast browsing option for OneDrive files or folders that have been shared with you, from which you can select and connect to the Jira ticket. Below, you can see the same table format as in the previous tab (OneDrive), where you can scroll through the pages and locate the item that has been shared with you.

Edit macro

If you edit an already inserted document macro, you will see the currently configured item in the preview section on the right side of the editor. It will be shown in the currently saved display option (link or embed). You can change the display option for the configured document and click 'Save'

If you need to change the currently configured document, search for a new document on the left side (select a new site first if needed), select it, and click 'Save'. For more help, see Configure Document macro.

Document Actions

You can perform actions on the embedded files or within the multiple links list. By clicking on the item name, you can open it in a new tab.

1. Open AI: this action will open a popup dialog where you can ask questions related to the document. Read more here.

2. Edit in SharePoint: this action will open the document directly in SharePoint in a new tab.

3. Full screen: this action will open a full screen popup of your file.

4. Open parent Folder: this action will open a new tab and navigate you to the folder in SharePoint where the embedded file is stored.

5. Support & Feedback: by clicking this button, you will open the Support and Feedback menu. You can read more about this here.