Document backup
Mirror uploaded documents to SharePoint or Google Drive automatically.
Document backup places a copy of every uploaded document in your team's cloud storage. That way, you always have your originals in your own environment too.
Owners and Team Admins can set it up, under SettingsIntegrationsDocument backup.
Set up
Connect a provider
Connect SharePoint or Connect Google Drive. You sign in with the provider and approve. Each team can use one storage.
The folder is created
Zahlenwerk creates the folder /Zahlenwerk and writes only into it, sorted by funds/<collection>/<year>/<period>/.
Transfer existing files
Back up existing files also copies documents that were uploaded before you connected.
Options
| Switch | Default | Effect |
|---|---|---|
| Back up new uploads | on | New uploads are copied. |
| Pick up files added to the folder | off | Files you put into the folder are pulled into Zahlenwerk and classified. |
| Let folder moves reclassify documents | off | Moving files in the folder changes how they are assigned in Zahlenwerk (advanced). |
Permissions
Zahlenwerk requests delegated permissions: Files.ReadWrite.All, Sites.ReadWrite.All, User.Read, offline_access.
In many Microsoft 365 environments, an administrator has to approve these permissions (admin consent). Plan this with your IT.
The credentials for the storage are stored encrypted in the vault. → Security
Copies stay with you
Copies in your storage belong to you. Zahlenwerk doesn't delete them, not even after the contract ends.
If the provider shows Not available yet, the integration hasn't been enabled for your environment yet. Get in touch with us.