Before you begin
Confirm which account and storage location your practice is authorised to use.
Recommended workflow
Use the installed integration’s connection flow, review the account identity and test a non-sensitive file before working with client documents.
Verify the result
Confirm the intended client, workspace and access scope. Menu labels can vary with the installed modules and their version.
Important
Never share an OAuth token or provider secret in a support message.
When you need help
Share the workspace address, module name, approximate time and a redacted screenshot. Do not share passwords, access tokens or client documents in a public support channel.
Need help with this workflow?
Include the article title and your installed module when contacting the team. Please redact confidential details.
Contact the team