How to link OneDrive to ClientFrame

1. Click "Settings"

2. Click "Organisation Settings"

3. Scroll to "OneDrive Integration"

4. Click "Connect OneDrive"

5. You will be prompted to accept access to ClientFrame OneDrive Sync

6. Once accepted, a folder within your OneDrive will be created titled "ClientFrame - [ORGANISATION NAME]". You are free to rename this folder

7. Scroll down to OneDrive Integration, and click "Manage Sync". Here you can choose which files to sync. Any new projects created will automatically sync once created

8. In the project file manager, in the top right panel, you can see the green toggle showing the file is synced, and you can refresh the file page with the refresh icon

Using the OneDrive folder

1. Open your OneDrive

2. Open the ClientFrame folder

3. Here you will see all synced project folders

4. You can begin to drag and drop files into the folders

5. All files added can then be seen within ClientFrame as well as your OneDrive folder

Please allow up to 5 minutes for the files to automatically sync