Introduction
After connecting your cloud storage to RecordsKeeper.AI, the next step is selecting and syncing the directories you want to manage. This guide will walk you through the process of choosing and synchronizing specific folders from your connected storage to RecordsKeeper.AI.
Step 1: Access Directory Selection
Navigate to the directory selection screen after connecting your storage
You'll see a list of all available folders and files
The interface shows:
Folder/file names
Last modified dates
File sizes
Owner information
Step 2: Browse Your Directories
View your folder structure
Use the sorting options:
Click column headers to sort by name or date
Use the search function to find specific folders
Navigate through different folders using the browser interface
Step 3: Review Folder Details
For each folder, you can see:
Last modification date
Owner information
File size (if applicable)
Sharing status
Additional options via the menu (⋮)
Step 4: Select Folders for Syncing
Browse through the directory structure
Click on folders you want to sync
You can select:
Individual folders
Multiple folders
Nested folder structures
Step 5: Initiate Synchronization
After selecting desired folders
Review your selections
Click "Add to RecordKeeper" button
Wait for confirmation of sync initiation
Step 6: Monitor Sync Progress
Return to Sources & Sync dashboard
Watch sync progress indicators
Verify folders appear in RecordsKeeper.AI
Check for successful completion
Best Practices
Start with essential folders first
Consider storage space requirements
Maintain organized folder structures
Regular sync status checks
Keep folder permissions consistent
Managing Synced Folders
Monitor sync status
Update folder selections as needed
Maintain folder organization
Check for sync completion
Review storage usage regularly
Conclusion
Syncing directories from your cloud storage to RecordsKeeper.AI is a straightforward process that enhances your document management capabilities. By following these steps, you can ensure your important folders are properly synchronized and readily available in your RecordsKeeper.AI workspace.
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