You can integrate data from different sources into FileBound . Once an integration has been configured, Connect will let you know when it finds a file in FileBound that matches the record you are viewing. The integration also prompts when a file is not found in FileBound, and allows you to create a new one.
Note: Only a FileBound System Administrator has rights to set up integrations in Connect via the Integration menu.
The following types of integrations are available in Connect:
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