Apptivo allows you to link any files stored in a OneDrive account into Apptivo apps. The documents app is part of Apptivo’s contextual collaboration – a suite of tools available in all 50+ Appptivo apps! Keep your files stored in OneDrive, and link relevant files to any record in Apptivo. Link contracts to customers in the CRM, track requirements for project management, screenshots to help desk tickets, or any other reason you might need to store a file in Apptivo. In this short video we'll just show the process of linking a document. If you'd like to know more about which accounts are supported, and how to configure the integration, please see here: http://www.apptivo.com/blog/document-...
Apptivo - OneDrive Integration With Document Management - YouTube |
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| How-to & Style | Upload TimePublished on 25 May 2016 |
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