❗Note:
OneDrive synchronisation only works on Personal accounts at this stage. We are planning on syncing to other account types in future, so watch this space.
Each Invite must have the option for OneDrive enabled for the synchronisation to work, if you set the integration as default (as explained in this guide) all new Invites will use the integration. To update existing invites see here
Different User accounts require their own Cloud Setup, as these are not shared across accounts
🔒Note: Cloud Storage syncing is available on the Pro and Multi plans. Find out more about the different FileInvite plans.
See our other guides:
In this guide:
Setup the OneDrive integration for FileInvite
Navigate to Settings>Integrations to see and configure available Integrations
2. Select Settings under OneDrive from the available Integrations
3. On the OneDrive Integration settings select Connect to OneDrive
4. Sign in to the Microsoft page using your OneDrive account details
5. Confirm the prompt to allow FileInvite to make the changes necessary for storing files.
✨Tip: Set the Default Cloud Storage option so new Invites use this Cloud Account automatically if you are setting up multiple accounts.
✨Tip: Specify a folder you want your files saved to by clicking the
🔍 Change Folder button
Choose your preferred folder before clicking 📂 Save current path
If Default Cloud Storage is turned on as shown in this guide, new invites will now sync with your cloud platform when a client uploads files.
A folder is made for the client within which folders of the date of upload will store the files
An original and PDF version of the file is stored.
🎉One less thing to worry about! Now your files will update on the Cloud as your clients work on them! 🎉
😓 Things not as you'd expect? Find us in the chat bubble and we'll fix it! 😎