Business Case: Your business app is processing your client contract data, and now you can create an MS Word template and insert your data dynamically into the contract. This means you can be generating multiple contract files for multiple clients, and automatically filling them in with the data available for each particular client and sales conditions. This can save tons of your time and provide a better quality service to your clients, minimizing errors and allowing you to adjust the app to any changes in your sales or legal requirements.
Business Case: You are working with your client and are exchanging files with them via Google Drive (e.g. your client wants it that way). You can now import any file and share it with your colleagues inside a post, message, comment, or by simply granting your team with access rights. This would be otherwise harder or even impossible to do without Fenorri.
Business Case: You need your business app to generate a client sales contract file, email it to the customer and upload the file to Google Drive so that your partner service company can have a copy of it (e.g. this is your partner company's requirements). Another example would be, you need to monitor your Google Drive for new files, which could be new customer contracts coming from your resellers. Once the app finds a file with keywords 'new customer contract', the app should import it into the system, give access rights to your sales team and notify your sales manager that action needs to be taken.
Open your top menu and click on the 'Files' item:
To view a file, simply click on it (alternatively you can click on the 'comments' or 'expand' buttons).
To allow other users to view or manage your file, you can click the 'lock' button:
You will see a dialogue where you'll be able to add or remove users, groups, departments, projects, and events. Start typing a person's name (or department/group/event/project name) and select your user.
Once you're finished, click the following button: 
You can constantly change access permission settings for your resources. Try to always keep the right level of authorization and ensure that your resources are shared with the right people within your organization. In general, you need to give 'Administrator' permission only to those users who need to manage your resources. You can share your resources with groups, add them to events or projects, or simply grant an access right to people from a specific department. In case you want everyone in your organization to have access to your resource, simply enable the following option:
This will ensure that absolutely everyone can view the resource. However, if you need your resource to appear on a group/department/event/project resource page, you need to add this group/department/event/project separately.
Open your resource (full screen) and start typing in your comment, as shown below:
You can include your colleague's names by typing in the @ symbol and then start typing in their name (e.g. @pete), then select your colleague's name from the list. You can also attach a resource into your comment by pressing the following button 
A dialogue window will appear where you can select the type of resource you want to attach:
For instance, you can attach a report when answering someone's comment. Please note, you can only use resources you have access to.
You can add a file to your TODO list by clicking on the following button:
You will be able to instantly view your new item inside your TODO list by selecting it at the top menu. In case you need to view and manage your TODO list, click the 'See all' button at the bottom of the drop-down menu.
You can pin a file to a board by clicking on the following button:
Then you can select your pinboard from the list of available boards (otherwise you will need to create a board before you can pin a resource).
You can share your file by pressing the share button:
Then you can select where you would like to share your resources (e.g. your won timeline, a group, etc.), add a message (tag people, add a location, express an emotion, etc.), and click the share button.
You can create a new board to place your resources by pressing the following button: 
You can then create your new board by using the following form:
You can edit your board by pressing the following button: 
You will get a dialogue where you can specify your board's name and description:
You can add or remove your file to and from a file board. This means you can sort your files inside the file boards to make it easier to store and manage them. To add or remove your file simply click on the drop-down menu and select your option:
You can unpublish a file. This will not archive it, neither delete, but just will mark it as 'unpublished' and will remove it from the main view where only published files are shown. This is a handy feature in case you just want to temporarily remove the file, but not archive or delete it. To do so, simply click the 'Unpublish' option from the drop-down menu.
You can view the files which are not published by selecting the following option from the top navigation at the Fenorri Drive page:
You can publish previously unpublished files. To do so, simply open the drop-down menu of a file and select 'Publish':
To ensure you don't accidentally delete a file, we've introduced this feature where you can just 'unpublish' a file, and it will hide it from various views. To delete any file forever, you need to archive it first, and only then you will be able to delete a file. This procedure is meant to make it harder to accidentally delete a file, but easy enough to follow this practice, which will potentially ensure you never lose your files.
Just click on the drop-down menu and select 'Archive'. Your file will be archived and you can then view it at the archive section by clicking the following button: 
Just click on the drop-down menu and select 'Publish'. Your file will no longer be archived and will be accessible.
After archiving a file, you can delete it forever. Just click on the drop-down menu and select 'Delete forever'. Your file will be deleted from the system.
You can always edit a file by selecting 'Edit' at the drop-down menu:
You will be presented with the following dialogue:
You can change your file title and description. You can also replace your file by pressing the 'Replace File' button. Once you have finished, simply press the 'Save' button, or 'Cancel' if you do not wish to save your changes.
To view the activity logs for your resource, simply click on the drop-down menu and select 'View Logs':
You will see a page with all your resources log records:
You can export your logs by click the 'Export to Excel' button.
In case you would like to receive notifications on a file (e.g. someone comments the resources, it gets deleted, etc), you can click the following button and start receiving notifications automatically.
You can easily see the previous version of a file by pressing the following button:
The system keeps all previous versions for you automatically. You can always switch to the previous version by pressing the following button:
Inside the messenger, open a conversation and click the 'Attach' button.
If you wish to upload a new file (rather than attaching a file that already exists inside Fenorri Drive), then select the following button:
You will be asked to select a file to upload, and then you will get the following dialogue:
Inside the dialogue, you will see a form where you can provide some details about your file, and press 'Apply'. Otherwise, you can skip this step by pressing the 'Skip' button. Your file will be uploaded instantly. If you would like to attach an existing file, select the following:
You will get a list of available files (but certainly if you have already uploaded or auto-generated files or someone else has shared files with you), then click the button at the bottom of the card:
That's it, your file should be displayed inside the conversation:
To include a file inside your post, simply start writing a post and click on the 'Attach' button:
If you wish to upload a new file (rather than attaching a file that already exists inside Fenorri Drive), then select the following button:
You will be asked to select a file to upload, and then you will get the following dialogue:
Inside the dialogue, you will see a form where you can provide some details about your file, and press 'Apply'. Otherwise, you can skip this step by pressing the 'Skip' button. Your file will be uploaded instantly. If you would like to attach an existing file, select the following:
You will get a list of available files (but certainly if you have already uploaded or auto-generated files or someone else has shared files with you), then click the button at the bottom of the card:
Your file will be attached to the post editor:
Once you finish writing your post, click the 'Post' button. Your post will be published with the file inside:
Click the following button and start searching: 
Click on the following button to sort either newer to older, or older to newer: 
You can easily add file block inside your business app by dragging and dropping the following:
You will see the following inside your diagram:
You can set your block's name and its icon by configuring the following:
You can easily upload a template by using the following:
Your file will appear in the dialogue below once it gets uploaded:
The system will detect your fields and display them as shown below:
You can start clicking on each field to set their dynamic data configuration. You will see the following screen:
In case you have previous blocks which contain data, which can be inserted, the screen will also contain those blocks:
You can drag-and-drop previous blocks, and select the data from them that you would wish to insert. In the example below we are selecting a previous block 'Form' (as shown above) inside the editor:
In our case, since we've dropped a data input form block, it provides with the forms fields for us to select the right one:
If we press the checkbox next to the 'Client Name' field, we will have that particular field inside the editor:
This means we will have the dynamic field inserted here during the execution, and it will end up inside the email message body. You can also insert time, date, and date with time by dragging and dropping either of the following blocks:
You can format your date/time as shown below:
Drag-and-drop the user block: 
You will get the following dialog, containing users from your organization:
If you select 'During runtime insert user that executes this', then the system will insert whoever will be executing this business app. Otherwise, you can select a specific user. When dealing with end-users, you can specify which data you would like to be inserted into your email message body. You can for instance tick name, title, and the phone number. In case you have selected multiple data fields, at the bottom you have 2 more checkboxes, which specify how you would like to separate those fields. The first one allows separating the fields with a comma, while the second option allows separating your data fields with a new line.
If you are happy with your settings, click the 'Apply and Close' button:
If you would like to remove the field you've just selected, simply click on the X button:
Alternatively, you can press the 'Clear' button at the bottom of the dialogue: 
The following will allow setting the file title during run-time:
Your file can have a description in the following field:
You can display the file your app is generating during run-time by enabling the following option:
You might need to enable this when a contract file is being generated, for instance, and the end-user needs to see it while executing the business app.
You can also post the newly generated file to end user's timeline. This is useful when resources need to be shared for others to see.
You can delete previously generated files by your business app enabling the following option:
This is useful if your business app is generating a contract file, and you want to only have one contract file at any time, regardless of how many times it gets generated. Otherwise, keep this option 'off'.
In case you do not wish to keep the previous version of the file, enable the following option and the app will ensure that the previously generated version is replaced with the new one:
You can generate either MS Word and/or PDF type of documents by selecting the following:
When the file gets generated, you can notify users about that. To set it up, simply start typing in a person's name and select your person from the list.
To set-up a new Google Drive connection, select the following button from the top navigation menu from your Fenorri Drive page:
You can then click on the 'plus' button to create a new connection:
You will see the following dialogue where you can set-up your new Google Drive connection parameters:
You will be asked to generate your Google Drive access key (a .json file which you get from your Google Drive account). Just follow the instructions by clicking 'Click here to learn how to enable the Google Drive API' option. After you get your .json file, attach it in the dialogue and type in your connection name (e.g. General Work-Related Files). Your connection is now ready and can be used.
Known issues with Google
If Google gives you a message This app is not verified click on Advanced and select Go to Quickstart (unsafe)
Click the Google Drive button from the Fenorri Drive page navigation menu: 
Select your connection:
You will now be able to see your Google Drive files:
You will be asked to specify the files' title, description, and some basic access permission settings:
You will be asked to specify your file title, description, and some basic access permission settings:
Click 'Skip' or 'Apply', and the file will be imported. You should be able to immediately see it on your page.
You can export your file to Google Drive by opening the drop-down menu and selecting the following option 'Export to Google Drive'
You will be asked to select your Google Drive Connection:
Once you have selected your connection, your file will be sent to Google Drive. Upon successful completion you will see the following message inside your file:
You can upload files to and download files from Google Drive inside your business apps. To enable this, just drag-and-drop the following block into your business apps editor:
You will get the block inside your diagram:
You can set your block's name and its icon by configuring the following:
You can create a new Google Drive connection (in case you don't have one) by pressing the following button:
Otherwise, you can select your Google Drive connection by pressing the following:
Select your connection from the list:
This connection will be used by anyone executing your business app (meaning that even if the person is not granted permission to use this connection inside their profile, they will be able to use this connection if they have access to the business app).
You can then specify what you would like to do with this block. You can either search for emails or send an email:
Your business app can search through your Google Drive for specific files. To configure your search, please use the following section:
Title search contains a checkbox which will only search for file titles:
Full-text search can be done to find if a file contains a text (meaning it will check each file separately).
You can also select labels inside your Google Drive:
You have a variety of file types to select from:
You can even select multiple folders to search:
You can export files from your business app or your Fenorri Drive during your business app execution. You can export multiple files. Please use the following section to configure your export options:
If your app generates a file in a previous step, for instance:
Then you can select the file the previous step is generating by simply clicking on it (it will change its color):
You can also select an existing file from your Fenorri Drive:
Once you found the file you would want to attach, click at the bottom of the card the 'Select' button.
Your files will appear in the configuration section:
You can remove them or add new once. During the execution, your business app will export all files you've specified to Google Drive.
If this block finds any files, you can import them by enabling the following:
The system will automatically import as many files as it finds.
If you do not wish to import previously imported files, just enable the following:
When importing files, you can automatically grant access permissions (or set administrators). All you have to do is press the following button:
You will see the standard access permissions dialogue where you can specify users, departments, groups, projects, and events:
Alternatively, you can grant permissions to all users by enabling the following:
If you would like to notify users when your app imports or exports files, simply click on the following button:
You will see the following section where you can configure your notifications:
You can select to send a notification as 'This app' or 'Person executing this'. The first one will appear as a notification from the business app, while the second option will send a notification from a specific person. You can add your title and message, which will be displayed.
A notification coming from the person executing the business app will look like the following:
You need to specify which users you wish to receive this notification by typing and selecting those users as following:
Once this business app gets executed, and files get imported or exported, users which are listed in this block will receive an automatic notification.
You can specify if the business app should exit in case this block fails by enabling the following option:
Was this article helpful?
Would you like to get a beta invite?