Connect your OneDrive account to Cloze and you will automatically see your Drive files in the Person, Company or Project (or Deal) tab called Files.
Cloze will automatically match by file name, folder name, or by a mention in the file’s content to Person, Company or Project (or Deal) if the OneDrive document note includes:
- the First Name and Last Name of a person
- a Company name
- a Project or Deal name (Note: project or deal names must be two words or longer)
Any of these can be included in the OneDrive file subject, body or folder and Cloze will automatically link them to the appropriate person, company, project or deal. You can work directly in Word Online, PowerPoint Online, Excel Online, and OneNote Online and your documents are available in the Files tab of the Cloze profile.