mapped built-in and custom Salesforce records to folders in Egnyte within a. When uploading folders with documents, your original folder structure carries over. Consolidated Desktop Sync and Egnyte Drive into a single Desktop product.You cannot upload documents directly to account folders or create folders inside those.You can move files between folders (e.g., from Private/Docs to Firm docs shared with client/2020). Starting from version 3.11.0 of the Desktop App, you can add or remove connected folders to Egnyte cloud from the context menu.You can rename and delete documents and folders except for the default folder with a Client can view and edit access level.When you create top-level folders, they are created with the Client can view and edit access level.Documents are uploaded into any of the subfolders or top-level folders. You can create top-level folders and subfolders inside them. 1) The option to choose your Default folder path is located under the Egnyte Sync Configuration for each specific object.Upload, Copy or Move Files and Folders in TaxDome Drive The TaxDome (Z:) folder will remain on your desktop, allowing you to access any of your TaxDome files without you having to open a browser to log in to your portal. Connect to your Synology NAS that has Synology Drive Server installed using either its domain name, QuickConnect ID, or IP address (IPv6 supported), and enter the username and password. You can then drag any of them onto your desktop and vice versa, using all of the familiar file-management tools. Launch Synology Drive Client on your computer. You’ll see a folder that contains all of your clients’ files. Once you install TaxDome Drive on your desktop, you are remotely connected to our server. Saving Documents from Any Tax Software in TaxDome Drive.Upload, Copy or Move Files and Folders in TaxDome Drive.You can then view, upload and manage all of your clients’ documents from the drive without them taking up precious space on your computer. Access Content Anytime, Anywhere Access sensitive data securely, preview files, upload new content, and collaborate on folders and file links - wherever they’re stored and without a VPN. Once you launch the application on your desktop and sign in, you are prompted to create a TaxDome Drive. To set up a new cloud network drive, right-click on that icon and select new bookmark. TaxDome Drive works the same way as Dropbox or Google Drive. Going forward, you’ll be able to access Mountain Duck via a taskbar icon. Your OneDrive files will appear in File Explorer in the OneDrive folder. Viewing and learning everything you need to know about TaxDome. For more helpful how-to videos, visit TaxDome Academy, our free online hub for
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