Access All Your Cloud Files from Sugar

Access All Your Cloud Files from Sugar

Sugar is in the cloud and so is your file storage provider. Why are they not working together?

In this webinar, we showcased how wDrive enables users to access Dropbox, Google Drive, and OneDrive directly in Sugar, eliminating the need to switch back and forth between your CRM and file sharing platform.

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W-Systems

June 10, 2020
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  1. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Access All Your Cloud Files from Sugar
  2. © W-Systems Corp. | www.w-systems.com Sarah Friedlander Garcia W-Systems sarah@

    w-systems.com Roy Grubbs W-Systems rgrubbs@ w-systems.com Presenters
  3. © W-Systems Corp. | www.w-systems.com wDrive: Dropbox, Google Drive &

    OneDrive in Sugar Organizations struggle with user adoption when their employees have to login to too many platforms. Manage your documents and customer relationships in one place with wDrive. The connectors to Dropbox, Google Drive and OneDrive allow you to access your documents inside Sugar in real-time.
  4. © W-Systems Corp. | www.w-systems.com wDrive Benefits Unified Software Environment

    No more siloed software - wDrive enables you to access your cloud storage and customer data in one place. Multiple Platform Support Whether you are using Google Drive, Dropbox, or OneDrive, wDrive can connect to your platform of choice. Sugar Document Automation If you are a wDocs Document Automation user, wDrive can store any merged document in the Cloud. DocuSign eSignature Support Send your cloud-stored documents to DocuSign, and then forward them for review and signage via email.
  5. © W-Systems Corp. | www.w-systems.com wDrive: Feature Overview 1. Download

    and upload files to and from your local drive 2. Create documents directly from within Sugar 3. Create shareable links 4. Create new folders and and define folder structures per module 5. Drag and drop from hard drive 6. Merge documents with wDocs 7. Sign Documents with DocuSign
  6. © W-Systems Corp. | www.w-systems.com wDrive: Document Storage in Sugar

    Download and upload files to and from your local drive to Google Drive, Dropbox, or OneDrive. Documents stay synced in real time.
  7. © W-Systems Corp. | www.w-systems.com wDrive: How does it work?

    Your Document Storage in Sugar Download and upload files to and from your local drive to Google Drive, Dropbox, or OneDrive. Your documents stay synced in real time. Create Docs From Sugar Use a one-click button in Sugar to create a document from a template in Google Drive, Dropbox, or OneDrive.
  8. © W-Systems Corp. | www.w-systems.com wDrive: How does it work?

    Create Shareable Links Use shareable links to send documents to co-workers, customers, partners, and more. Folder Options wDrive enables you to create and define your file and folders structure. You also have the option to set a default file path for your documents.
  9. © W-Systems Corp. | www.w-systems.com wDrive: How does it work?

    Drag & Drop Your Files to Sugar Use drag and drop to easily and quickly upload files to your document storage solution in Sugar. Merge Documents With wDocs wDrive can work together with wDocs, our Document Automation solution for Sugar, and directly stores any merged documents in your cloud storage platform of choice.
  10. © W-Systems Corp. | www.w-systems.com wDrive: How does it work?

    Sign Documents with DocuSign Send documents stored in your cloud storage platform of choice to DocuSign, and then forward them for review and signage via email. This functionality is also available for documents generated with wDocs.
  11. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Live Demo
  12. © W-Systems Corp. | www.w-systems.com Contact W-Systems to learn more

    about how your organization can access all your cloud files directly from Sugar. Email: sales@w-systems.com Get Started with wDrive Today
  13. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Q&A
  14. © W-Systems Corp. | www.w-systems.com © W-Systems Corp. | www.w-systems.com

    Thank You!