Configuring external storage options for attachments

Use external storage to attach content to a case or Pulse conversation.

1. In the header of Dev Studio, click the name of the application, and then click 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 Source from CMIS systems.
     2. Optional: 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 Source from web storage providers.
     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. Optional: 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. Optional: To use content from more than one web storage provider, click Add and repeat these steps to configure another provider.
   • 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 attachments.
     5. Click Select.
     6. Optional: 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. Optional: To use content from more than one folder or web storage provider, click Add.
4. Click Save.