How to connect ONEDRIVE account in ERPCA for document storage?
Now, user is able to store task based and core document in onedrive. By default this option is Enabled to all. very first user can be connected with Onedrive anyone of them. if it is not connected then by default on cloud all the document will save.
Follow the below steps:
1. Login as Admin account
2. click on Initials of logged in admin
3. Go to Integration
4. Click on Connect button of onedrive
After click on connect button system will redirect you to Microsoft Onedrive page where you need to login first, Enter MS Onedrive's username and Password
and then click on YES button
Once you connect with your onedrive account, please choose the ONDRIVE folders from the list to be used for document storage from ERPCA
after completing all the above steps ERPCA connected with Ondrive account
Step 3: Navigate to Document Repository menu
- Find “Utilities” menu in left Menu bar
- Click on “Document Repository” sub-menu
- Choose any customer, say “1 by 2 classic”
- Right side you will see “Core Document”. Click on “Core Document”
- Here you can upload the file or create a new sub-folder. This uploaded files would go to DROPBOX account of user