Using our Cloud Assets feature, you can embed documents from the following sources directly into your Octiv document:

  • Box
  • Dropbox
  • Google Drive
  • OneDrive
  • SharePoint
  • Salesforce
  • Amazon S3
  • Egnyte

About this feature

When you embed a document from a cloud platform, any updates to these files in your cloud account will also be reflected in the Cloud Asset within Octiv. Your content is always up to date with the most current version of the file on your cloud platform.

These updates occur only in Templates and documents still in Draft mode. Published Documents are not updated.

If you delete a file from your cloud platform or move it to another folder, your documents aren’t affected. So if you do decide you want your file also to be deleted from Octiv, you need to do so manually within whatever templates and document drafts it appears in.

Currently, file types available to be pulled into your documents as cloud assets include .pdf, .doc, and .docx.

Using cloud assets

For any document still in Draft mode, follow these steps to access cloud files:

  1. From Build view of your Octiv document, click New Page in the Table of Contents panel
  2. Click Cloud Asset
  3. Choose the platform you use. You’ll be prompted to sign into that platform. Note: Credentials are NOT stored – you can see and revoke access from your cloud platform at any time
  4. Choose your files and click Select – your file now appears as a new page in your document (hover over the page title, and you see a cloud icon)
  5. Click the back arrow if you’d like to switch to another platform and grab more files

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