The OneDrive Integration for file management is only available to firms that have purchased the Data Add-on.
How It Works
By connecting your Microsoft 365 Account through Monograph Settings via the Integrations tab, you’ll authorize Monograph to securely read and sync relevant project data.
We'll push project phases, milestones and deliverables to your calendar.
We'll display upcoming client events in your client contact pages.
You can add files directly from OneDrive.
You can connect or disconnect at any time.
Connecting Your Microsoft 365 Account
To connect to your Outlook Account to Monograph, navigate to Staff > Directory and click on your name to open your profile. Open the Integrations tab and then click Connect next to Connect Microsoft 365 Account.
You’ll be prompted to sign in with your Outlook account, and then you will need to grant permissions for Monograph to sync with the Outlook Calendar.
Syncing or Creating an Outlook Calendar
After the account is connected, you will be prompted to select an Outlook calendar to display events in the Client's contact page. Click and use the dropdown to select an existing calendar. Alternatively, a new calendar can be created by clicking Create new calendar in the dropdown.
If a different calendar needs to be selected, click on the ellipsis button and select Change calendar to update it.
Once a calendar has been selected, you will see upcoming calendar events associated with that contact or consultant in the Client Hub or Consultant Hub. Additonally, past calendar events will appear in the Activity Log.
💡 To Note: Only one Microsoft 365 account can be connected per Monograph user at a time. Multiple calendars cannot be selected. If your authorization token expires, sync will stop and you may need to reconnect.
Syncing OneDrive Files
The OneDrive Integration for file management is only available to firms that have purchased the Data Add-on.
After Microsoft 365 is synced, Project files can be connected to Monograph directly from OneDrive. Within a project's Files page, click on Add from OneDrive to open the file selector and select the files to associate with the project.
Once files are connected, they’ll appear on the project’s Files page, as well as in the Files Hub. To open a file, click the file name or select View in OneDrive from the ellipsis menu. Both options open a OneDrive preview directly within Monograph.
Disconnecting or Reconnecting
You can disconnect your Microsoft 265 connection at anytime:
Open your Profile and click on Integrations.
Click Disconnect next to Microsoft 365.
Confirm to stop syncing information between Monograph and Microsoft.
If you reconnect later, Monograph will re-sync events based on your latest settings.