In this article, we'll see how you can use the Smart Flow functionality to share data across various modules and integrated applications in Trident with a simple drag-and-drop action.
To share files from Cliq:
To share files from Mail:
To upload a file to WorkDrive:
Notes:
To share access to a WorkDrive file within Trident:
Open the WorkDrive widget in Trident.
Drag and drop the email address or the contact image from the email detail view (regular emails or Smart Mails) to the WorkDrive file of your choice.
Alternatively, you can also share access to WorkDrive files from the Contacts module:
Open the WorkDrive widget in Trident.
Drag and drop the contact from the list view or their reporting manager from the detail view to the WorkDrive file of your choice.
Note: By default the contact will be given View Only access to the file.
To download a file from the WorkDrive widget in Trident to your MacBook:
Drag the file you want to download.
Drop it in Finder, in the destination of your choice.
To add files from the WorkDrive widget to your emails as attachments:
Drag the file you want to attach.
Drop it in the Mail Composer.
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