Introduction
RecordsKeeper.AI allows you to connect multiple cloud storage services to streamline your document management. This guide will walk you through the process of adding and connecting cloud storage accounts to your RecordsKeeper.AI workspace.
Step 1: Access Cloud Storage Connection
Navigate to "Records & Files" in the left sidebar
Click on "Sources & Sync"
Click the blue "Add Cloud Storage" button
You'll enter a three-step connection process:
Storage Selection
Connect Storage
Directory Selection
Step 2: Select Storage Service
Choose from available storage options:
Google Drive
Dropbox
Microsoft OneDrive
Amazon (AWS) S3
Google Cloud Storage
Microsoft Azure
Zip File from Local Storage
Step 3: Configure Storage Connection
For each service, you'll need specific information. For example, for Google Cloud Storage:
Enter Storage Name (for easy identification)
Provide Project ID
Enter Client Email
Input Private Key
Specify Bucket Name
Note: Required fields vary depending on the selected storage service
Step 4: Select Directory for Syncing
Browse through your storage folders
View details like:
Folder names
Last modified dates
File sizes
Select specific folders for syncing
Click "Add to RecordKeeper" to complete setup
Step 5: Verify Connection
Return to Sources & Sync dashboard
Confirm storage appears in Connected Cloud Storages
Check sync status indicator
Verify storage capacity and usage
Best Practices
Use descriptive storage names for easy identification
Start with essential folders for initial sync
Regularly monitor sync status
Keep authentication credentials secure
Review connected storages periodically
Common Storage Requirements
Google Drive: Google account credentials
Dropbox: Dropbox account access
OneDrive: Microsoft account
AWS S3: Access key and secret
Google Cloud: Project details and API keys
Azure: Storage account credentials
Managing Multiple Storages
Connect multiple services simultaneously
Toggle sync settings individually
Monitor storage usage across services
Organize files based on storage source
Conclusion
Connecting cloud storage to RecordsKeeper.AI enhances your document management capabilities by centralizing access to files across different platforms. By following these steps, you can easily integrate your preferred storage services and maintain a synchronized, organized record system.
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