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Cloud Storage

Updated

Overview

You can attach documents, images and other files to your data in CORE, such as transactions, items and other records from any source - your computer or cloud storage locations like Dropbox, Google Drive, Microsoft OneDrive (If you have disabled sharing on your OneDrive for business accounts, you are still able to upload the files in CORE.), etc. You can add company-wide third-party cloud storage destinations in the Settings screen like Amazon Simple Storage Service (Amazon S3 or AWS), which allow your documents to be physically stored there. All your files are stored in a single folder called BQE CORE Attachments on your chosen cloud storage.

Field Descriptions

How To

Set Up Cloud Storage

Field Descriptions

Field Name Field Description
Settings > Integrations >

Cloud Storage:

Cloud Storage

 Name of the cloud-based storage (like AWS) that allows your attachments to be physically stored there. When adding a new cloud storage, you can choose from various options like Google Drive, Dropbox, OneDrive, etc (If you have disabled sharing on your OneDrive for business accounts, you are still able to upload the files in CORE.) All your files are stored in a single folder called BQE CORE Attachments on your chosen cloud storage.
Destination Name You can set the name of the cloud storage solution here, say Amazon Web Services for AWS cloud storage.
Default Only the cloud website marked as default is available to all the CORE users in your company for storing their attachments and documents.

Set Up Cloud Storage

Before you can link files from online storage solutions like Google Drive, Dropbox, etc., you have to pass the authentication and authorization steps first. If you are a first-time user who does not use any storage solution for your company, you can keep the default storage subscription service in CORE, Amazon Web Service at the database level. When the authorization is done from here, the documents can be uploaded from various screens like Projects, Clients, Employees, Budgets, and others.

To add a new cloud storage location for your documents, watch this video or follow these steps:

  1. Open the Settings screen from the side menu.

    Cloud Storage - Settings.png
     
  2. Select Integrations > Cloud Storage on the list.
  3. On the Cloud Storage panel, click Add Destination. The Add Destination option is disabled if you are using a CORE sample company.
  4. On the Add Destination dialog, select a new Cloud Storage software where your documents will be stored. Check Field Descriptions above for details.
  5. Enter a name for the destination.
  6. You can choose to make it the default.  Only the cloud website marked as default is available to all the CORE users in your company for storing their attachments and documents. storage location by checking the 'Make default' box.
  7. Click Connect.

If needed, you can update the destination later or disconnect it using the Update or Remove options in the row-action menu.

Note: If you specify, say, your Dropbox account credentials here, but notice that the browser connects to it using different credentials, the reason is that CORE looks for any active sessions first. If present, it displays the content; if not, it asks you to log in.

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