Autopilot
Merged in a post:
Client Portal - OneDrive
J
Jeff Fearn
The one OneDrive sync with the client portal is powerful. However, a few things to note (1) items provided by clients in project workflows do not go to the portal automatically we need to manually save, (2) items saved in the portal via a save to the OneDrive folder are not synced to the portal access and also not accessible by the client unless you check the items one by one as accessible by the client and (3) the process to sync by clicking the button in Financial Cents is very slow
Feedback here is that the OneDrive sync amazing... but there are a few missing connections that make using it highly administrative
J
Jen Tarnow
Shared folders in One Drive are not sharing new files placed in the folders
Autopilot
Merged in a post:
One Drive Integration
J
Jen Tarnow
Shared files, not sharing added files
Amanda Aparicio
updated the status to
complete
This is now available! Steps to integrate are the exact same as Google Drive
l
lenora corbin
Can I be added to the beta test for one drive integration
S
Shawn Hanlon
Can I be added to the beta test for one drive?
A
Antonio Silva
I'm very interested in this integration. Can I be added to the beta test?
J
Jordy Guillon
Antonio Silva Me too!
B
Belinda Aradillos
Hello, is any one here have a recommendation for uploading files we use google drive integration so we have also a back up but it takes a lot of time and days to upload the folder and files in financial cents what do you think the best way !
Amanda Aparicio
Belinda Aradillos, I'd recommend using our Google Drive integration!
M
Mary Buzzeo
Can we get an update on the OneDrive integration? We are new users and need a good file sharing solution.
Amanda Aparicio
Mary Buzzeo, it's currently in beta testing! Would you like to be added to the beta test?
M
Mary Buzzeo
Amanda Aparicio Yes, that would be great.
Amanda Aparicio
Mary Buzzeo: done and emailed you!
J
Jennifer Thompson
Any idea of time frame on this roll out I really struggle with getting my documents from onedrive to FC fast it takes so much time to download each folder for example year end. thanks
Amanda Aparicio
Jennifer Thompson, it's currently being beta tested! Would you like to try out the beta version?
J
Jennifer Thompson
Amanda Aparicio Yes please
Amanda Aparicio
Jennifer Thompson: I've sent you an email!
Load More
→