In order to be able to sync documents from your client's portal to OneDrive, you must first set up your OneDrive integration.
Once you have set up your OneDrive integration, an automatic sync of the existing documents within the OneDrive folder TO the client's portal will be activated.
You can now also sync documents from your client portal to OneDrive.
To sync a document from your client's portal to their OneDrive folder:
1. In your partner portal, navigate to Documents>Uploaded documents and find the document you would like to link to OneDrive.
Click on the 'Sync' icon.
Note: (You can also sync within the client's portal doc section)
2. A dropdown menu appears, listing your syncing integration options set up within your firm. Select 'OneDrive' and click 'Apply'.
3. Once applied, the syncing icon turns green, indicating it is linked.
NOTE: (Linking may take a few minutes to process).
4. Once the sync has been processed, the files you selected to sync will appear within the client's OneDrive folder.