Help Center
Importing Documents via Integrations
Simul supports importing documents from SharePoint Online, OneDrive, Google Drive, DropBox and Box.com.
Whenever you import a document from one of these platforms. Simul keeps a record of the association and when you export will be able to detect if the external document has been modified. This prevents any accidental overwrites and allows Simul to act as a version control system between these platforms.
Importing a new document
To import an external document as a new Simul document, navigate to your documents console and select “Add a New Document”:
Select the cloud storage provider where your document resides
Select the external provider which is hosting your document. Follow the instructions under the platform specific sections below to browse and select your document.
Importing a version to an existing document
You can import an external document to an existing Simul document. This allows you to easily synchronize documents between multiple platforms.
Select the tile of the document you wish to import a new version for:
Select “Import new version” from the Actions menu:
Select the cloud storage provider where your document resides
Select the external provider which is hosting your document. Follow the instructions under the platform specific sections below to browse and select your document.
SharePoint Online / OneDrive
Simul can import documents from One Drive Personal and Business as well as any SharePoint site you have access to.
Select “SharePoint / OneDrive”. You will need to login to your Microsoft Account and if it’s your first time, grant Simul Documents access to read / write to your files.
You will then see a document picker similar to the following:
You can choose between OneDrive and any SharePoint sites you have access to in the navigation menu on the left. You can switch accounts allowing you to access both personal and work drives from here.
Navigate to the desired document, select a document and press “Open”.
Google Drive
Simul Documents can import both Word documents stored on Google Drive and Google Docs. When importing a Google Doc, Google will convert the document to a Microsoft Word document which Simul can then import.
To import a document from Google Drive, select “Google Drive” and login using your Google Credentials. If it’s your first time importing or exporting a document you will need to grant Simul Documents access to read / write to your files.
You will see a file picker similar to the following:
Select any document visible in the picker and press “Select”.
DropBox
To import a document from DropBox, select the “DropBox” icon and login using your DropBox Credentials. If it’s your first time importing or exporting a document you will need to grant Simul Documents access to read / write to your files.
You will see a file picker similar to the following:
Navigate to the desired file and select “Choose”.
Box.com
To import a document from Box.com, select the “Box” icon and login using your Box.com Credentials. If it’s your first time importing or exporting a document you will need to grant Simul Documents access to read / write to your files.
You will see a file picker similar to the following:
Navigate to the desired file and select “Choose”.
Can't find the answer you need? Contact us!
Our team are available to answer any questions you have