How to Link to a Document Stored in an External Location - Add External Document Link

You can add an external link in the Web Viewer to link to documents stored in locations other than FileBound

When uploading documents in the Web Viewer, users can select the Add External Document Link option to reference documents in external locations, such as Google Drive™ or SharePoint® Online.

The URL is stored as a document in the File Tree; however, the actual document is not stored in FileBound. Users can access the document by clicking the External Document Link hyperlink.

Use Case: A case manager has received a shared document from another user’s SharePoint site. They can add the external document link as a FileBound document so that all case information can be referenced in a single case file.