Use Microsoft OneDrive Files in RealOffice360 CRM
This shows you how to use your Google Drive files on your computer and attach them in RealOffice360 CRM.
With OneDrive for desktop, you can sync files between your computer and the cloud, so you can get to them from anywhere.
Note: If you’re on Windows 10, your computer already has the OneDrive sync app on it.
If you’re on a Mac or an earlier version of Windows, go to onedrive.com/download and download the OneDrive app.
Sync OneDrive to your computer
- Select Start, type OneDrive, and then select OneDrive.
Sign in to OneDrive with the account you want to sync and finish setting up.
Your OneDrive files will start syncing to your computer.
Work with your files in your file system
Once you're synced, you’ll see your files in File Explorer. On a Mac, your files will appear under OneDrive in the Mac Finder.
If you use more than one account, your personal files appear under OneDrive – Personal and your work or school files appear under OneDrive - CompanyName.
You can copy or move files from your computer to OneDrive right from your file system.
You can also click the OneDrive cloud icon in the Windows notification area to check status on your files. Click Settings to add an account or manage other sync settings.
Attach OneDrive files to your RealOffice360 CRM emails
To attach OneDrive files to emails you send from RealOffice360 CRM, or upload them to your deals, notes or contacts, simply choose the My Computer option when attaching a file in the CRM and browse to the location where OneDrive is in your computer's file system.