Ideas

Option to save copy of 365 files to CW

Currently, it's not possible to save a copy of a cloud-based OneDrive file to CW - only local files.

Seems fine on the outside, but that means any deletions to files in OneDrive destroys the record in CW. Imagine the client contract or CV in CW with a broken link. That data is lost.

We should be able to operate in both spaces independently while keeping the integration.

Within CW, why not build a tool to make a copy of a cloud-based file?

  • Thomas Hudson
  • Oct 10 2023
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