Enable integration with a DMS

integrates with Box, Dropbox, Google Drive, Sharepoint online via Suite Files platform.

Only one integration can be enabled at any one time. If you enable one platform, then decide to use another platform to store your documents, the platform you originally enabled will be disabled. You will still be able to access documents directly in that platform, but not from .

Before you begin

Before you enable integration between and a document management system (DMS), you need to set up an account with the DMS provider of your choice. At minimum, you need to have set up your login credentials so that you can login as you enable the integration.

Integrating with a document management platform

The integration is completely optional – so if you want to continue storing your documents in without using the integration, then you don’t need to do anything.

However, you should consider using this integration if you want to take advantage of the features offered by these document management platforms, such as:

• document sharing with your team and your clients
• seamless mobile document access
• versioning of documents.

If in future you want to get the documents back from the DMS and into , you'll need to download them from the DMS then manually upload them to the required Documents tab.

What if I want to change platform?

If you decide to change platform, you will need to download the documents stored in that platform and then upload them to the new platform. As this is potentially time-consuming, we recommend that if you use this integration feature you stay with your original choice of platform.

Integrating with a DMS

• Integrating with the Google Drive DMS

  To integrate with the Google Drive DMS:

  1. Select  > Settings > Integrations.
  2. Click Setup Integration on the Google Drive tile.
  3. If you are not already logged in to your Google Drive account, log in now. Make sure that you specify the appropriate level of access, such as see, edit, create and delete files.
  4. Allow to access files and folders in your account. The Google Drive configuration screen is displayed.
  5. Do any of the following to identify the folder to use for storing your documents:
     • Click a Selection option button, at right, to select an existing folder from those listed (if any).
     • Click a folder name to drill down to a sub-folder, if required.
     • Click + New Folder to create a new folder. Enter a name for the new folder and Add.
     • Click Root to re-display the top-level folders.
  6. Save the folder you have selected. The Settings screen is displayed. Integration is now enabled.