Working with Cloud Files

Working with Cloud Files

Once you've connected your Microsoft Cloud Storage to Whisperit, you can access and work with your cloud files seamlessly. Your files remain in your cloud storage while you work with them in Whisperit.

Accessing Cloud Files

Opening Cloud Files: • Look for cloud file options in file selection dialogs • Browse your OneDrive and SharePoint files • Select files to work with in Whisperit • Files open directly from cloud storage • Changes save back to cloud automatically

File Selection: • Browse folder structure • Search for specific files • Access recent files quickly • Navigate shared folders • View file metadata

File Operations

Opening Files: • Click to open any supported file type • Preview before opening • Open multiple files • Switch between open files • Return to cloud browser anytime

Editing Files: • Make changes directly • Auto-save to cloud storage • Version history maintained in cloud • No manual upload needed • Sync across devices

File Management: • Organize in cloud folders • Use existing folder structure • Create new folders as needed • Move files between folders • Maintain cloud organization

Benefits of Cloud File Integration

Seamless Workflow: • No download/upload cycles • Work directly with cloud files • Automatic synchronization • Access from anywhere • Real-time updates

Collaboration: • Team members see changes instantly • Use Microsoft permissions and sharing • Maintain version control • Track document history • Coordinate with team easily

Storage Efficiency: • No duplicate copies • Save local storage space • Leverage cloud storage capacity • Automatic backup in cloud • Single source of truth

Best Practices

File Organization: • Maintain clear folder structure in cloud • Use descriptive file names • Organize by client or matter • Keep active files accessible • Archive old projects

Saving and Syncing: • Allow files to sync completely • Verify internet connection • Check sync status in Microsoft • Wait for save confirmation • Review changes before closing

Collaborative Work: • Communicate with team about edits • Respect file locking if active • Use comments for collaboration • Track who made changes • Coordinate edit timing

Supported File Types

Common Formats: • Microsoft Word documents (.docx) • PDF files • Text files • Other supported document formats • Check Whisperit documentation for full list

Working with Shared Files

Accessing Shared Content: • View files shared with you • Access team folders • Open SharePoint libraries • Work with shared documents • Respect permission levels

Permission Levels: • View-only: Read but cannot edit • Edit: Can make changes • Full control: All operations • Set by Microsoft permissions • Managed in cloud storage

Offline Access Considerations

Internet Connection Required: • Cloud files require active connection • Cannot access when offline • Changes sync when back online • Plan for connectivity needs • Consider local copies for travel

Connectivity Issues: • Save work frequently • Monitor connection status • Wait for sync before closing • Verify changes saved to cloud

Troubleshooting

Cannot Open File: • Verify cloud connection active • Check file permissions in Microsoft • Ensure file type is supported • Refresh file browser • Try reconnecting cloud storage

Changes Not Saving: • Check internet connection • Verify Microsoft cloud status • Ensure sufficient cloud storage space • Check file isn't locked by another user • Review sync errors in Microsoft

File Not Found: • Verify file exists in cloud storage • Check if file was moved or deleted • Refresh cloud file browser • Verify permissions haven't changed • Check Microsoft cloud directly

Security and Privacy

Data Security: • Files remain in your secure cloud • Microsoft security applies • Encrypted connections • No file copies stored in Whisperit • You control all permissions

Privacy: • Only you and authorized users access files • Whisperit accesses only when you select • No automatic scanning • Your cloud, your control • Follow organizational policies

Workflow Tips

For Legal Professionals: • Keep client files in organized cloud folders • Use cloud permissions for access control • Maintain audit trail in cloud • Leverage version history • Coordinate with team efficiently

Efficiency: • Create folder templates • Use consistent naming conventions • Bookmark frequently used folders • Maintain organized structure • Regular file maintenance