How to use OneDrive with Salesbox
With Salesbox’s OneDrive connection you can create or connect documents to Companies, Contacts and Deals/Orders. These documents are NOT stored in Salesbox, just displayed inside Salesbox as images/links. This means if the storage solution is unlinked, the documents won’t be available inside Salesbox anymore.
Salesbox automatically creates a document folder structure on each company, contact or deal/order. Salesbox is also the only provider to replicate this entire structure to your OneDrive so you get an easy to navigate folder structure there as well. The connection is a 2-way sync so you can add/create/edit documents from either Salesbox or your storage and it will be synced to both.
Salesbox also makes sure your document structure looks the same for all Salesbox users on your storage area. Salesbox also supports you to create documents directly from Salesbox if you use Salesbox document templates add-on.
If you are several users in your Salesbox account we recommend you create a special OneDrive account to manage all your customer document and that you grant folder access to the different user depending on their rights/needs.
To connect Salesbox:
- Create a special document account in OneDrive and connect that to Salesbox from the Cogwheel / integrations in Salesbox.
- Go to OneDrive and you will now see a Salesbox folder on the top level in OneDrive. Click that folder to set what users in your organisation that should be able to access the Salesbox folder, preferably all users with access to Salesbox
- You can now begin adding documents to Companies, Contacts or Deals/Orders in Salesbox by clicking the Add more plus sign in right side panel on a specific company, contact or deal/order
- To read a document, click the document icon on the company, contact or deal/order, then click on the document and then click on the “eye”. The document now opens in a new tab in your browser. (Any user who has not been granted read rights in the Salesbox folder on OneDrive will be prompted to login with the credentials for the connected common document account you created in step 1)
- If you also are using Salesbox e-Signing you will be able to save your signed documents directly to OneDrive by selecting if the signed document should be saved on the company, contact or deal/order