Document Management - Microsoft OneDrive Integration

You can integrate your Microsoft OneDrive with Cornerstone and link documents to your customers' accounts.

Navigate to Your Microsoft OneDrive

Step 1: Access OneDrive and Get Your CID Number

1. Using your browser navigate to https://onedrive.live.com/about/en-us/signin/
2. Log into your Microsoft OneDrive Account
3. In your browser window, make note or copy the digits after CID= in the URL

Step 2: Map a Network Drive

You need to map a network drive to your Microsoft OneDrive.

For Windows 11

1. Go to File Explorer (Yellow Folder) or This PC
2. Right Click on This PC
3. Left click Show More Options
4. On the new menu window, Click Map Network Drive
5. With the Map Network Drive window open:
   • Select the drive letter you would like to use from the Drive: drop down box (Example: R:)
   • In the folder box enter: https://d.docs.live.net/CIDNumber (where CIDNumber is the number copied in step 1)
   • Make sure there is a check in the box next to Reconnect at sign-in
6. Click Finish
7. You will now be prompted to sign into your Microsoft Account
8. Enter your Microsoft Credentials and make sure you put a check in the box next to Remember my credentials
9. Click OK to save

For Windows 10

1. Go to File Explorer (Yellow Folder) or This PC
2. Right Click on This PC
3. Left click Map Network Drive
4. With the Map Network Drive window open:
   • Select the drive letter you would like to use from the Drive: drop down box (Example: R:)
   • In the folder box enter: https://d.docs.live.net/CIDNumber (where CIDNumber is the number copied in step 1)
   • Make sure there is a check in the box next to Reconnect at sign-in
5. Click Finish
6. You will now be prompted to sign into your Microsoft Account
7. Enter your Microsoft Credentials and make sure you put a check in the box next to Remember my credentials
8. Click OK to save

Linking Documents to Customer Accounts

Step 1: Open Customer Account

1. Click Customers
2. Highlight the account you would like to link a document to
3. Click Change or double left click the customer account
4. With the customer account open, Click Documents

Step 2: Insert Document

From the document window, Click Insert.

Depending on how your company is setup to link documents to Cornerstone, you will see one of the following methods:

• FTP - Follow FTP instructions below
• MAPPING - Follow MAPPING instructions below

For FTP Users

Attaching Documents

1. At the confirmation prompt click Yes
2. The file explorer window will open
3. Navigate to the drive that you have setup for Microsoft OneDrive (Example: R:\ drive)
4. Double left click R: drive to open the drive folder or highlight the drive and click Open
5. The window explorer window will show the contents of the R:\ drive
6. Navigate to the document you wish to attach to the customer
7. To attach multiple documents: Hold CTRL + Left Click on each file
8. With all the files highlighted click Open to attach
9. You will receive a notification showing how many files were attached
10. Click OK to continue

Viewing Documents

The customer account number is appended to the File Description and File Name.

To edit the Description:

1. Highlight the document in the list
2. Click Change

To view the document:

1. Highlight it
2. Click View

To view a document before importing:

1. Click View Remote
2. Navigate to your drive letter for Microsoft OneDrive (Example: R:\ drive)
3. Navigate to your document
4. Click Open
5. Your document will be displayed in the Viewer

For MAPPING Users

Attaching Documents

1. Click upload file icon
2. File explorer window will open
3. Navigate to the drive that you have setup for Microsoft OneDrive (Example: R:\ drive)
4. Double left click to open the drive folder or highlight the drive and click Open
5. The file explorer window will show the contents of your Microsoft OneDrive
6. Navigate to the document you wish to attach to the customer
7. Highlight the file and click Open to attach

Note: The file name is shown in the Description field and the path to the file is shown under File Name. Example: R: drive is the Microsoft OneDrive, the path shows \\tsclient\R\TEST.txt

8. The file has now been imported
9. Click OK to complete import

Viewing Documents

To view the document:

1. Highlight it in the document list
2. Click View
3. Your document will be displayed in the Viewer

To view a document before importing:

1. Click View Remote
2. Navigate to your drive letter for Microsoft OneDrive (Example: R:\ drive)
3. Double left click on R:\ drive
4. Navigate to your document
5. Click Open
6. Your document will be displayed in the Viewer

Additional Resources

For more information see our Tip Sheet – New Document Management features.

Need Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com