Attaching Files to Emails and Records
Document Management is made easy in ZipperAgent. It allows you to link files stored at Dropbox, Box, Microsoft OneDrive or Google Drive directly to your Opportunities, Contacts or Properties. You can do it by navigating to the Documents related page of these record types.
Before you start linking files from these file hosting services, you need to integrate them with ZipperAgent. You should navigate to the Integrations page to add your external document repository accounts to ZipperAgent.
Steps to Connect or Disconnect a Document Service to ZipperAgent