The Drive module connects your cloud storage to OMB Cloud so every customer-related file (signed contracts, sent quotes, paid invoices, brand assets) is one click away from the CRM record.
Connect your storage
- Go to
/app/drive. - Choose Google Drive or Microsoft OneDrive.
- Complete OAuth — grant OMB Cloud read/write to a specific folder (recommended) or your whole Drive.
Auto-organization
OMB Cloud creates a folder structure per company: /OMB Cloud/Companies/{company}/Contracts, /Quotes, /Invoices. Every signed contract, sent quote and issued invoice files itself automatically. Manual uploads from the company page also land here.
Tips
- Pick a dedicated root folder (e.g. "OMB Cloud") so personal files stay separate.
- Drive permissions follow OMB Cloud RBAC: a teammate who can't see a company in the CRM won't see its files either.
- Files remain in your Drive account — OMB Cloud only links them. If you ever disconnect, the files stay with you.