Configuring external sourcing options for attachments

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

1. In the Dev 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 or Pulse attachments from a web service provider:
     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.
   • To use external content for case or Pulse attachments from a repository:
     1. Select Source from repositories.
     2. In the Repository list, select a repository for which you have an account and a contents location.
     3. Click Browse.
     4. Select the folder from which to source attachements.
     5. Click Select.
     6. To change the label that users see when they add an attachment from this web storage provider, enter a description in the Label field.
     7. To use content from more than one folder or web storage provider, click Add.
4. Click Save.