Introduction
The Sources & Sync feature in RecordsKeeper.AI allows you to integrate various cloud storage services and maintain synchronized copies of your important records. This powerful functionality helps streamline your document management by connecting multiple storage sources into one centralized platform.
Understanding Sources & Sync
Default Storage
Every account comes with built-in secure storage
Current usage and capacity clearly displayed
Option to upgrade storage as needed
Ideal for direct file uploads and immediate record management
Connected Cloud Storages
RecordsKeeper.AI supports integration with popular cloud storage services:
Google Drive
Dropbox
Microsoft OneDrive
Amazon AWS
Other cloud storage services
Key Features
1. Storage Connection
Add cloud storage services via "Add Cloud Storage" button
View all connected storages in one dashboard
Monitor storage usage and sync status
Toggle synchronization on/off for each connection
2. File Synchronization
Real-time sync progress tracking
Automatic file organization
Sync status indicators (In Progress, Completed)
Manual sync control options
3. File Management
Upload files directly to RecordsKeeper.AI storage
Access files from connected cloud services
View detailed file information:
File size
Last modified date
Storage location
Sync status
4. Organization Features
Maintain folder structures
Track file versions
Monitor sync progress
View storage analytics
How to Get Started
Access Sources & Sync
Navigate to the Sources & Sync section
Review current storage status and usage
Add Cloud Storage
Click "Add Cloud Storage" button
Select your preferred storage service
Follow authentication steps
Grant necessary permissions
Manage Synchronization
Enable/disable sync for specific storages
Monitor sync progress
View synchronized records
Manage storage settings
Upload and Organize
Use "Upload File" for direct storage
Choose destination storage
Organize files in folders
Monitor storage usage
Best Practices
Regularly review storage usage
Keep sync enabled for critical folders
Monitor sync progress
Maintain organized folder structures
Clean up unnecessary files
Conclusion
Sources & Sync transforms how you manage your organization's records by bringing multiple storage solutions into one secure, intelligent platform. By following this guide, you can effectively utilize cloud storage integration and synchronization features to maintain an organized, accessible, and secure record management system.