Exporting files to your Cloud Storage
The Cloud Synchronization allows you to connect your Clustdoc account to several Cloud solutions. You can integrate more Cloud solutions using our API or Zapier.
Here are the few steps to follow to connect your Clustdoc account with a Drive Solution:
Click on your profile picture > Settings > Account extensions
Select the solution you prefer. A pop up will show, enter your Cloud Drive credentials
Activate the auto sync option if you don’t want to manually trigger a synchronization from a live application page
Add a naming convention for your folders (using merge fields)
Grab the path of your Drive folder so Clustdoc can save your applications inside a specific folder
Congrats! Your Clustdoc account is connected to your Drive.
How often is the automatic sync' done
💡 The synchronization is done every 15mn (provided that you, your team or recipient has updated an application before the sync')
Eg. You've connected your account with the Drive at 4:15 PM and keep working on your applications. The synchronization will start at 4:30 PM and your folder will automatically be updated with recently updated application files.
You can also push manually files to your Drive (using the steps below) for the first time.
Manually pushing files to your Drive
Go to the client application you're working on,
Click on 'Files export' and hit the 'Synchronize' button to launch the export to your Drive.
The manual synchronization will immediately start (give it 10-15 min max).
Exporting files for a specific process in a dedicated folder
You can export files from a specific process in a dedicated folder. Just go to the process configuration and enter the path of the folder. To learn more about storing in a dedicated folder, you can check out this article.