How to connect your cloud storage
You can connect a cloud storage account to Recital to view and access your contracts, as well as save files directly from Recital to cloud storage.
This article covers:
How to connect cloud storage
How to disconnect cloud storage
For an overview of Recital and cloud storage, read this article.
Go to Settings (click the arrow beside your username to find Settings). Select Connect your cloud storage and then click Add New Account.
In the dropdown, select the cloud storage provider you'd like to connect. You will be redirected to the provider's website, where you will need to grant Recital access.
After successfully granting access, your cloud storage account will show as connected.
You can now choose which directories (folders) you'd like to sync from your account. You can either sync the entire account or specific folders. Note: if your account doesn't show up in the list of directories, click Refresh.
If you would like to sync your entire cloud storage account, select the top level folder and click Add and Scan Files. If you would like to add specific folders, you can add them one at a time by navigating to a folder and clicking Add and Scan Files.
Due to a technical limitation with Box, we currently do not support the selection of your entire Box directory at this time. You will need to select individual folders.
Synced folders will appear in the left-hand menu, and your Records will begin populating immediately (time to sync will be proportionate to the number and size of files in your storage).
To disconnect a cloud storage account from Recital, click Disconnect.
Important: When you disconnect a cloud storage account, any files contained in your connected cloud storage directory will be removed from Recital.
This article covers:
How to connect cloud storage
How to disconnect cloud storage
For an overview of Recital and cloud storage, read this article.
How to Connect Cloud Storage
Go to Settings (click the arrow beside your username to find Settings). Select Connect your cloud storage and then click Add New Account.
In the dropdown, select the cloud storage provider you'd like to connect. You will be redirected to the provider's website, where you will need to grant Recital access.
After successfully granting access, your cloud storage account will show as connected.
You can now choose which directories (folders) you'd like to sync from your account. You can either sync the entire account or specific folders. Note: if your account doesn't show up in the list of directories, click Refresh.
If you would like to sync your entire cloud storage account, select the top level folder and click Add and Scan Files. If you would like to add specific folders, you can add them one at a time by navigating to a folder and clicking Add and Scan Files.
Due to a technical limitation with Box, we currently do not support the selection of your entire Box directory at this time. You will need to select individual folders.
Synced folders will appear in the left-hand menu, and your Records will begin populating immediately (time to sync will be proportionate to the number and size of files in your storage).
How to Disconnect Cloud Storage
To disconnect a cloud storage account from Recital, click Disconnect.
Important: When you disconnect a cloud storage account, any files contained in your connected cloud storage directory will be removed from Recital.
Updated on: 17/04/2024
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