Skip to content

Cloud Storage

Connect Dropbox and OneDrive for automatic document sync.

Overview

SiteWhiz integrates with cloud storage providers to automatically sync your project documents:

  • Dropbox - Full folder synchronization
  • OneDrive - Full folder synchronization

Once connected, new files appear automatically in SiteWhiz.

Connecting Cloud Storage

Dropbox

  1. Go to Project Settings > Integrations.

  2. Click Connect next to Dropbox.

  3. Sign in to your Dropbox account.

  4. Grant SiteWhiz permission to access files.

  5. Select the folder to sync.

  6. Click Save.

OneDrive

  1. Go to Project Settings > Integrations.

  2. Click Connect next to OneDrive.

  3. Sign in with your Microsoft account.

  4. Grant SiteWhiz permission to access files.

  5. Select the folder to sync.

  6. Click Save.

Selecting a Sync Folder

Folder Selection

When connecting, you'll choose which folder to sync:

  1. Browse your cloud storage folders.

  2. Select the project folder containing your documents.

  3. Only files in this folder (and subfolders) will sync.

Dedicated Folders

Create a dedicated folder in your cloud storage for each SiteWhiz project. This keeps documents organized and prevents syncing unrelated files.

Folder Structure

Your cloud folder structure is preserved in SiteWhiz:

Project Folder/
├── Drawings/
│   ├── Floor Plans.pdf
│   └── Elevations.pdf
├── Contracts/
│   └── Main Contract.pdf
└── Reports/
    └── Inspection 2024-01.pdf

Sync Behavior

Automatic Sync

  • New files appear within 5-15 minutes
  • Deleted files are removed from SiteWhiz
  • Modified files are re-processed

Manual Sync

To sync immediately:

  1. Go to Documents page.

  2. Click the Refresh icon.

  3. New files will appear after processing.

Sync Indicators

Icon Status
Synced
Syncing
Sync error

Supported File Types

Cloud sync supports the same formats as manual upload:

Format Extension AI Processing
PDF .pdf Full text extraction
Word .docx Full text extraction
Excel .xlsx Table extraction
Images .jpg, .png OCR extraction

Managing Connection

View Connection Status

  1. Go to Project Settings > Integrations.

  2. See connected services and last sync time.

Change Sync Folder

  1. Go to Project Settings > Integrations.

  2. Click Change Folder next to the service.

  3. Select a new folder.

  4. Previous files remain, new folder is added.

Disconnect

  1. Go to Project Settings > Integrations.

  2. Click Disconnect next to the service.

  3. Confirm disconnection.

Disconnecting

Disconnecting removes the sync link but keeps existing documents in SiteWhiz. To remove documents, delete them manually.

Multiple Connections

You can connect multiple storage providers:

  • One Dropbox folder AND one OneDrive folder
  • Files from both appear together in Documents
  • Each syncs independently

Team Access

Shared Folders

When using shared cloud folders:

  • All team members see the same documents
  • Changes sync for everyone
  • Permissions are managed in the cloud service

Individual Connections

Each project admin can connect their own cloud storage:

  • Only their connected folder syncs
  • Other team members see the synced files
  • Multiple admins can connect different folders

Troubleshooting

Sync Not Working

If files aren't syncing:

  1. Check connection status in Project Settings
  2. Verify folder access in Dropbox/OneDrive
  3. Click Sync Now to force sync
  4. Check if file types are supported

Permission Errors

If you see permission errors:

  1. Disconnect and reconnect the service
  2. Ensure you have access to the folder
  3. Check if permissions changed in cloud service

Duplicate Files

If you see duplicate files:

  1. Check if files exist in multiple sync folders
  2. Remove duplicates from cloud storage
  3. Wait for sync to update

Large Files Not Syncing

Files over 50 MB may not sync:

  1. Check file size in cloud storage
  2. Compress large files if possible
  3. Split large documents into parts