Azets Drive offers an easy, safe, and GDPR-compliant storage and sharing of files.
Using Drive enables collaboration, streamlines daily work, and minimizes the sending of files by email. It supports file approvals, custom folder structures to fit your needs, and granular access management. All files are scanned for viruses, both when uploading and when initiating a download.
TABLE OF CONTENTS
How to access Drive
To access Drive the users needs to log in to the Cozone portal and click on the Drive icon:
After the user clicks on the Drive icon, the Drive landing page will be displayed:
Drive landing page
Recent
In recent users can find all recent files uploaded to their drive. They are categorized in two ways, to consultant (files uploaded by consultants) or from consultant (files uploaded by client users).
File Requests
Here you can se an overview over all your file requests. Read more about file requests here.
File Drop
With file drop the user can drop files privately do their consultant. The files dropped here are not visible other users.
Note that as soon as they are moved to a folder, that might change depending on the folder permissions.
The option to Upload files is only visible to client users
Document Areas
In Drive, we have files organized in Document Areas. These are parent folders usually organized in business areas with permission based access.
Recycle Bin
The recycle bin is where all deleted files get stored for 30 days until they are permanently deleted.
Set Up Structure
Here you have the option to create folder structures for payroll and accounting. These folders are organized in years and months.
If the Document Area you have selected does not exist it will be created for you.
Access Report
Here you can get an overview over who has access to what for the selected client. You can either see all folders, or select a specific user and see what they have access to.
Activity Report
This can be used to export all activity on document areas by users for audit purposes.
Settings
User
Here you can adjust your notification settings and get an overview over which folders you are watching
Data Retention
This is where you can set retention for files. This mean that after the time has elapsed files are automatically removed. This can be set on a client level and on document areas.
This needs to be adjusted with accordance to compliance in your country. Please advise when changing these settings.
Company
This view gives you the option to customzie your notifications for file requests and other notification settings.
Please advise when using the offboarding feature. If you don't know what this button does, do not click it :)
