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Choosing Your Drop-off Location

With Cloudockit you can choose your drop-off locations.

Here are the available options:

By default two options are selected:

  1. Email
  2. CDK Storage

For each of the settings, Cloudockit also offers advanced options that will allow you to customize your connectivity.

Below is the full list of options that are available:

  • Email
    • An email address for the person you wish to receive the executive summaries;
    • An email address for the person you wish to receive the links to the documents generated.
  • CDK Storage (not available in Cloudockit Desktop)
    • This option is Cloudockit’s secure storage where your documents will be dropped once generated;
    • The documents uploaded in this folder will be automatically deleted after a specific and customizable amount of time.
  • Your Storage
    • The documents that Cloudockit generates will be dropped in your Azure Storage / AWS S3 Bucket / GCP Storage;
    • When you enter your account credentials you can click on validate to ensure you add the appropriate permissions to drop the documents into the storage accounts. You will need permission to write documents into those storage accounts to use this feature.
  • Office 365 SharePoint Online
    • With this feature, Cloudockit will automatically drop the documents into a SharePoint online document library;
    • We support two options for that
      • Use your own account using legacy authentication. This is not the recommended approach since you need to have legacy authentication activated in order to use this option;
      • Use a service account that you create directly inside SharePoint and give this service account appropriate privileges to drop the document. This will work even if you have legacy authentication de-activated.
        • Here are the steps to create the service account:
        • step1: navigate to http://yoursite.sharepoint.com/…/_layouts/15/AppRegNew.aspx and register and app. Take note the details (AppID…)
        • step2: navigate to http://yoursite.sharepoint.com/…/_layouts/15/appinv.aspx, locate the app created in step1 and enter the following xml in Permission Request XML (do not change anything in the XML)
          • <AppPermissionRequests AllowAppOnlyPolicy="true">
            <AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="FullControl" />
            </AppPermissionRequests>
  • Office 365 OneDrive (not available in Cloudockit Desktop)
    • With this option you will be able to drop the documents generated into your OneDrive for business folder;
    • Click on validate to ensure that the connectivity is good.
  • Callback URL
    • This option is used mostly with the API when you want to get a feedback once the documents generation is finished;
    • Cloudockit will automatically post a message to your specified callback URL with a link to download the document generated.
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