How to Connect Plannerly to SharePoint, Dropbox and Procore

Step-by-step guide: https://help.plannerly.com/en/article/connect-your-cde-automate-file-transfers-in-plannerly
Free Certified Plannerly Administrator course with certificate: https://plannerly.com/courses/admin/

If someone on your team keeps downloading, renaming and uploading files between systems, CDE Connect can do it for you. See how Plannerly links to SharePoint, Dropbox, Procore and Autodesk Forma, and how folder-by-folder automations bring files in or send them out.

In this video:
0:00 The manual file problem
0:12 SharePoint and Dropbox
0:25 Procore and Autodesk Forma
0:41 Synced files fill requests

Next: How to Create a Secure API Key in Plannerly: https://youtu.be/hAviTvLMlJw
The whole Certified Plannerly Administrator course in order: https://www.youtube.com/playlist?list=PLXI2hGj1X37s

Plannerly is the BIM management platform used by nearly 150,000 teams to plan, scope and check project information.
Try it free: https://plannerly.com/
Free training: https://plannerly.com/training/
Help Center: https://help.plannerly.com/en/

LinkedIn: https://www.linkedin.com/company/plannerly
Instagram: https://www.instagram.com/plannerlyAEC

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