Table of Contents:

Users Section

Accounts Section

  • Doc Management Settings: Document Management settings allow you to connect cloud storage platforms such as Google Drive, SharePoint, OneDrive, Dropbox, and more, manage available libraries, and configure file and folder conflict behaviours such as rename, replace, skip, or fail for when duplicates are encountered during automations.
  • Doc Sharing Settings: Document Sharing settings allow you to configure how links are created, branded and secured at the account level. This includes enabling cloud storage connections, customising branding with your logo, subdomain or custom domain, setting default link behaviours such as download permissions and expiry, configuring compliance and data consent options and controlling viewer customisation such as login options, theme, and IP tracking.
  • License & Billing Settings : License & Billing settings provide a centralised place to manage your subscription, including assigning and removing licenses for Document Management and Document Sharing, switching between plans, choosing monthly or annual billing, managing add-on packs and updating payment methods and invoices via Stripe.
  • Other Account Settings: Other Account Settings covers managing your CloudFiles account information such as account name and connected HubSpot integration, as well as API key management, including the server-side API key and client-side client key used for integrating CloudFiles with your own applications, and the option to permanently delete your account.
  • What are Automation Credits? Automation credits are units used to measure the execution of CloudFiles workflow actions, where one credit is consumed per flow action executed. This article explains how credits are allocated based on your subscription plan, how they are consumed during workflow executions, and that unused credits do not carry over to the next billing period.