Dragging and Dropping Data Using Smart Flow

Dragging and Dropping Data Using Smart Flow

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.

Sharing Files From Cliq to Mail     

To share files from Cliq:

  1. Choose the file you want to share.

  1. Select the file and drag and drop it to the Mail Composer.


NotesNote: The shared file will automatically appear as an attachment in the Mail Composer.

Sharing Files From Mail to Cliq 

To share files from Mail:

  1. Choose the attachment you want to share.

  1. Select the attachment and drag and drop it to the Cliq chat box.


NotesNote: The attachment will be shared automatically with the user or group of users.

Uploading Files to WorkDrive Widget

To upload a file to WorkDrive:

  1. Drag the file you want to upload.

  2. Drop it in the My Folders view.


Notes

Notes:

  • You can upload files from within Trident and from your system using drag and drop.

Adding WorkDrive Files as Email Attachments 

To add files from the WorkDrive widget to email as attachments: 

  1. Drag the file you want to attach.

  1. Drop it in the Mail Composer.



Notes
Note: The file will be uploaded and appear as an attachment in the Mail Composer automatically.




    Access your files securely from anywhere

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