Cloud storage connection explained

How the storage connection works

Learn how to connect your storage here

Connection basics

• After you connect a cloud storage for your organization, a Root organization folder is created for your organization in your connected drive
• The folder’s name will initially be set as your organization’s subdomain name
• ClientTable does not store any of your documents directly
• Whenever a document is uploaded, modified, or deleted from your organization’s client portal interface, the change occurs directly in your cloud drive

Requested permissions are used to store files into your storage drive and occur only within the Organization’s ClientTable folder.

ClientTable takes the security of your data, our users and our systems seriously. We employ numerous layers of protection, follow best practices and industry standards. See our security page (https://www.clienttable.com/help-article/security) to learn more.

Google Drive Connection

The Google Drive connection works differently than OneDrive and Dropbox due to limitations/ requirements from Google’s API.

• With Google Drive, only items uploaded through your ClientTable portal are accessible within the portal (and within Google Drive)
• Items added/ uploaded only through Google Drive web interface or Desktop are not accessible through the portal.
• Modifications/ edits made to documents originally updated through the portal will be reflected in the portal.
• If you need to share a document with the client, you must upload through the portal.

OneDrive and Dropbox integrations allow documents to be added through their own web and desktop interfaces.

Storage space

Storage space is based on the space available in your connected drive. Additional space can be purchased directly from your cloud drive provider.