Enabling the XfilesPro Integration

Overview

XfilesPro is a Salesforce app that allows you to connect your Practifi instance with external storage platforms like SharePoint, OneDrive, Amazon S3 and Google Drive. This seamless integration automates the transfer of files in Practifi to these systems, optimizing storage, reducing costs and enhancing document collaboration. You can also organize your documents with folder structures, templates and advanced tagging capabilities.

Please note: Practifi does not manage this Salesforce app. If you have questions about pricing, relevant fields or other configuration issues, please contact the app provider. 

Resources

To learn more about this integration, see the AppExchange listing or contact [e-mail].

For help with enablement, consult the XfilesPro help site or contact XfilesPro Support at [e-mail].