Import files from OneDrive

Connecting your Microsoft Account to Dovetail enables you to import files directly from OneDrive and Sharepoint into Dovetail.

To connect your account:

1. Click your profile photo in the top right of the screen.

2. Click Account.

3. Click Integrations.

4. Within the OneDrive section click Connect OneDrive.

5. Log in with your OneDrive Account details.

6. Review requested permissions.

7. Click Allow.

When you connect OneDrive to Dovetail, you will grant Dovetail access to see your primary Microsoft Account email address, associate you with your personal info on Microsoft, see and download all your OneDrive and Sharepoint files as well as the names and emails of people you share files with. We use this information to display and import your files to Dovetail, and to link your Microsoft Account with Dovetail.

We recommend disconnecting Dovetail from Microsoft's account management dashboard, as Microsoft does not allow us to do this on your behalf.

Once you have connected your Microsoft Account, you can import supported files into Dovetail where they can be stored and viewed by your team as notes or insights. Importing multiple files on a project view will create a note or insight for each file you import.

To get started:

1. Navigate to either notes or insights in the project that you're importing files into. From there, you can either:

   1. Click Import then OneDrive while on a project view to import one or more files as individual notes or insights.

   2. Open a specific note or insight, then click the + icon and select OneDrive to browse your files.

2. If you've imported a recording, you can then follow the steps to transcribe your video.

Please note that some files such as OneNote cannot be downloaded from OneDrive, an error saying “unsupported file” will appear when you attempt to import it.

Popup blocked by browser

Firefox and Safari users will be required to enable popups in order to use the file picker. If the popup automatically reopens when you enable the popup, you will need to close the window and open OneDrive again.

Import Team recordings

If you've recorded an interview or meeting in Teams and want to import it, you can find it by navigating to your Recordings folder in OneDrive. This will only show recordings for meetings that you own.

Import from a Sharepoint site

If you're using Sharepoint sites to store your team files, you can access these from OneDrive in Dovetail using the Quick access list on the left

If you wish to disconnect Microsoft Account from Dovetail:

1. Click your profile photo in the top right of the screen.

2. Click Account.

3. Click Integrations.

4. Within the OneDrive section click Disconnect.

When you disconnect Dovetail, we will no longer have access to your OneDrive files or your Microsoft Account information. Any files that you have imported into Dovetail before disconnecting will not be deleted and will remain in Dovetail.