COMING IN VERSION 15
We’re excited to announce one other enhancement to our Microsoft 365 OneDrive and SharePoint integration.
Since its launch, it has enabled companies to connect recordsdata to information in Acctivate whereas securely storing these recordsdata within the cloud—liberating up beneficial database area. As soon as enabled, all new file attachments are robotically saved to the linked OneDrive or SharePoint folder as a substitute of being saved within the Acctivate database.
What’s modified?
Beforehand, solely new file attachments have been saved within the linked OneDrive or SharePoint folder. Current attachments—comparable to emailed PDF recordsdata or recordsdata hooked up to notes—remained within the Acctivate database.
Now, we’ve expanded the combination to sync present file attachments to the cloud and robotically take away them from the database. This helps scale back total database measurement—particularly necessary for patrons utilizing SQL Categorical, which has strict measurement limits—permitting companies to keep away from hitting most capability and doubtlessly needing a expensive improve.
Getting Began
To maneuver present file attachments out of the database, full the next steps:
- Improve to Acctivate Model 15.
- Navigate to File → Configuration Administration → Providers → File Storage.
- If not already related, observe the on display screen steps to attach Acctivate to Microsoft 365. If already related, transfer onto the following step.
- Click on the button below Step 3: (Non-obligatory) Transfer file attachments out of database.
That’s it! The migration will start and a progress bar will show the standing.
You may click on Cancel at any time to cease the method. Information which have already been moved will stay in OneDrive. The method will be resumed at any time.
Be taught extra about integrating Acctivate with Microsoft 365 for file storage.
