Hi All!
So I work for a small mortgage brokerage. We use Calyx Point to take our clients applications and record data. Point is linked to a One Drive folder that contains all of the previously recorded data. The idea is that any of us (different employees) can take someones application and then it automatically saves to our shared One Drive. Then, any other employee can access that data remotely from their One Drive. We each have our own One Drive folder, and the owners one drive folder is being shared with the other employees. When the owner takes a new application in Calyx Point and hits save, his data automatically saves to his one drive folder. For the other employees (me) I have to first save it to my local hard drive, then manually upload to the owners one drive folder, which is shared between the employees.
Does anyone have advice on how the employees can save from Calyx to the owners one drive folder directly?
I really appreciate any and all advice.