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.
In this article:
Setting Up Your Cloud File Storage
Setting Up Cloud File Storage Directories
Switching to a Different Cloud File Storage Provider
Cloud File Storage Connection Options:
- Dropbox, Microsoft OneDrive, Microsoft Sharepoint, Google Drive, Amazon S3 & FTP.
Setting Up Your Cloud File Storage
From the User Menu Panel, navigate to Settings > 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 5.
- If you need to change the driver, click Update.
- Choose the appropriate driver and type in your Base Directory - i.e.: /Jobman Files.
- Click Save Changes.
- Click Connect to [Cloud Storage Provider Name].
- You will be redirected to log in to your cloud file storage. Follow the prompts.
Once you have successfully connected, you will see a tick next to Connected, as well as the option to Disconnect above:
Setting Up Cloud File Storage Directories
Once you have connected your cloud file storage, the next step is to set up your directories.
As shown above, you will already have set your Base Directory, e.g. Jobman Files.
- Inside this folder in your cloud file storage, you will see your new folders. All of your data will be uploaded and stored here.
- If you need to save lots of documents in Jobman, you can create sub-folders to better organise your files.
To set up standard folders for all jobs or leads, please create your required folders within the template folder. E.g.: Jobman Files > Jobs > Template > Create Folder.
|
|
|
Information: Files and folders uploaded to Jobman leads and jobs will save to the "Leads" and "Jobs" folders in your cloud file storage.
Please note: Some service providers do not handle the use of some special characters (ie: #,$ etc) in their file names, so this may cause an error when trying to sync or update your data.
View Your Files
Click into a lead, job, or project in Jobman, and go to Resources > Files.
Here you can create new folders and upload files, which will sync to your cloud file storage.
Tips - Connecting to Dropbox
In Dropbox, you can allow certain staff "view only" or "edit" permissions to your Jobman folders. To do this:
- Log in to Dropbox and locate your "Jobman Files" folder.
- Click the Share icon.
- Choose your permissions; i.e.: "can edit" or "can view".
- Add the email addresses belonging to the staff who are to receive access.
- Click Share Folder.
|
|
|
Tips: Connecting to Sharepoint
When you connect to Sharepoint and login, you will not be redirected to Jobman, but to an external window where you will need to select the correct Sharepoint site. Almost all Sharepoint users will have multiple sites, so it is very important that you double-check which site you need to connect Jobman to.
Once you have selected the correct Sharepoint site, your Base Directory will be created in the "Documents" library within that Sharepoint site. Currently it is not possible for Jobman to interact with any other libraries in your Sharepoint site.
Switching to a Different Cloud File Storage Provider
To change your Cloud File Storage provider, first to go Settings > Cloud File Storage and click Disconnect:
Then follow the steps outlined above to connect the new Cloud File Storage provider.
Important: Jobman doesn’t “sync” with Cloud File Storage, it simply uses the connected provider as a destination to look for and upload files to. When you disconnect from one provider and connect to another, Jobman will continue to look for the files in the previous destination (your old Cloud File Storage), but it has no way of “syncing” the files from your previous connection.
In order to see your old files in Jobman, you can manually download the contents of the Jobman Files folder from your original Cloud File Storage account, and upload them to your Jobman Files folder in your new Cloud File Storage account. Once you have done this, assuming none of the folders have been renamed, Jobman will be able to see those files again.