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Connecting your apps

Link documents (Drive, SharePoint & more)

The Document register lets you link documents that live in Google Drive, SharePoint/OneDrive, Confluence, Dropbox, Notion, Box, Figma, GitHub, or any URL — no OAuth required. Planquora keeps a single, categorized register of where everything lives.

Link a document

  1. Open a project and go to Scope → Documents.
  2. Click Link a document.
  3. Paste the document's share URL and give it a title. The source (Drive, SharePoint, etc.) is detected automatically from the link.
  4. Optionally set a category, version, owner, and attach it to a specific deliverable, requirement, risk, or change.

Find and manage documents

  • Search by title or owner, and filter by source, status, category, or attachment.
  • Attached documents also appear on the deliverable, requirement, RAID, or change they're linked to.
  • The full register is included as a manifest on the project's Closure page for handover.

Need more help? Email [email protected]. Browse all guides in the Help Center.