One Drive

Microsoft’s One Drive provides access to files anywhere through secure cloud storage and file backup for your photos, videos, files and more.

How the integration works?

This integration will automatically send all documents uploaded using PreciseFP to a designated folder in your One Drive account. You are also able to manually export all documents from a client or prospect account. All documents are neatly organized in folders with the client’s name and/or engagement date.

Read more in our knowledge base