CRM

Google/One Drive Integration


Process of syncing your Google/One Drive with PE Front Office.

1. Click on Google/One Drive icon on the top right of the record view page.
2. It will direct you to the syncing page.
3. Tick Enable Drive check box.
4. Click on Sign in with Google/Outlook.
5. Sign in with the desired account.
6. After signing in you will be able to see your Google Drive/One Drive folders and files by clicking on the same icon.
7. Folders can be assigned to the contact record by clicking on the plus icon beside the folder names.
8. User can view the files listed under the assigned folder.