How to Connect your Cloud File Storage
Jobman is a cloud-based software platform, meaning you can back up, view, and upload all of your important files & attach them to leads, jobs, and projects by connecting with your cloud file storage provider. Upload your documents using your software and allow all staff to see these.
Cloud File Storage Connection Options:
- Dropbox, Microsoft OneDrive, Microsoft Sharepoint, Google Drive, Amazon S3 & FTP.
Set up your Cloud File Storage
Access the 'Settings' tab from your user menu panel and click into 'Cloud File Storage'.
Before you proceed: make sure you have the correct level of access to the required cloud storage provider and folder you are wanting to link to.
- Check the current 'Driver'. If this is correct, proceed to step 3.
- If you need to change the driver click 'Update'.
- Choose the appropriate driver and type in your 'Base Directory' - ie: /Jobman Files.
- Click 'Save Changes', you'll be redirected back to the setup page now click 'Connect to ____'.
- You will be redirected to log in to your cloud file storage. Follow this through.
Once this is connected you will see a tick box confirming this is connected.
Setting Up Cloud File Storage Directories
Now that you have connected your cloud file storage, let's set up your file directories.
Access your cloud file storage & you will see that the 'Base Directory' name above has been created, for example: Jobman Files.
- Inside this folder you will see your new folders. All of your data will upload here.
- If you require to save multiple documents, you can create sub-folders to better organise your files.
To set these up as standard folders for all jobs or leads, please create your required folders within the template folder. Eg: Jobman Files > Jobs > Template > 'Create Folder'.
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Information: Jobs and Leads information will save to these folders. Once you have set up your folders, you can view these within your Jobman App.
Please note: some service providers do not handle the use of some specials characters (ie: #,$ etc) in their file names so this may cause an error when trying to sync or update your data.
View your Files
By clicking in to either Leads, Jobs or Projects, finding the one you want to view or add files to - click into the resources tab and click into 'Files'.
Once you've clicked into your files, you can add new folders and upload documents. These will sync to your cloud file storage. Start by clicking 'Upload', you will be redirected to a popup where you can drag & drop or click to upload your file. Finalise your upload by clicking 'Save'.
Pro Tip - Permissions to Folders in Dropbox
In Dropbox you can allow certain staff 'view only' or 'edit' permissions to your Jobman folders. To do this:
- Login to your Dropbox and locate your 'Jobman Files' folder.
- Click the 'Share' icon.
- Choose your permissions; ie: 'can edit' or 'can view'.
- Add the email addresses that you want to allow access for.
- Click 'Share Folder'!
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Connecting to Sharepoint
Following the steps above under connecting your cloud file storage this is what you will see:
- Ensure that you choose 'Microsoft Sharepoint' from the dropdown.
- Base Directory is where your files will be stored. If you already have a folder set up that you want to link to Jobman please enter this as shown in the below example.
- If you want to create a new folder, leave as '/Jobman Files' and this will create the folder for you.
Example: you have a folder called My Organisation and within that folder you have your organisation files called 'Custom Cabinets'. To link this to Jobman enter as '/My Organisation/Custom Cabinets'. Please note: these file names must match exactly.
Please note: Sharepoint is different to OneDrive. Please choose the correct driver when updating your settings.
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Need more assistance? Check out our help video below: