RepCloud Drive

All your business files. One place.

Browse RepCloud storage, Dropbox, Google Drive, and OneDrive from one permission-aware file workspace—without keeping four websites or sync apps open. Find the file once, then use it in CRM, Workspace, customer portals, Publisher, and RC Assistant.

Add the paid Drive add-on Start with CRM Open Drive
RepCloud Drive browser showing folders and files
Four file sources. One Drive. Folders Sheets Docs Media Built-in editing Approved sources Sharing Portal access RC Assistant

Clear plan boundary

CRM Pro connects your cloud files. The paid Drive add-on adds advanced control.

CRM Pro includes 25 GB of RepCloud storage plus approved Dropbox, Google Drive, and OneDrive connections. The paid Drive add-on is the $49/month flat workspace upgrade for teams that want RepCloud to manage advanced delivery, history, dedicated desktop and iPhone access, and more hosted files.

Included with CRM Pro

Store 25 GB in RepCloud, browse approved folders from Dropbox, Google Drive, and OneDrive, upload files, and share internally with your team.

Paid Drive add-on · $49/month

Increase RepCloud storage to 50 GB, create revocable external links, publish files to customer portals, restore prior versions, sync selected folders to desktop, keep files offline, and use the dedicated RepCloud Drive iPhone app.

Connected cloud browser

Stop switching between storage apps to find one file.

RepCloud Drive brings the approved folders your team actually uses into a single browser. Move from a customer document in Dropbox to a price sheet in Google Drive, an order file in OneDrive, or a RepCloud folder without opening another site.

  • Browse permitted folders across every connected source
  • Search connected files from the same RepCloud workspace
  • Preview, open, or download with the source kept clear
  • Save a provider file into RepCloud when you need editing, sharing, or workflow controls
  • For approved Dropbox and OneDrive folders, send the finished file back as a new copy without replacing the source

Administrators choose which provider folders are available. RepCloud does not expose the underlying storage credentials to the team.

RepCloudCompany and team files
DropboxApproved folders
Google DriveApproved folders
OneDriveApproved folders
One file browserBrowse · Search · Preview · Open

One file workflow

Find it, check it, and put it to work.

Drive keeps everyday file actions close to the file itself, while approved provider connections, CRM links, and portal publishing add context when the work needs it.

Browse and organize

A working file library, not another attachment pile.

Move between company, shared, and personal files; search the library; switch views; and see storage and file context without leaving the page.

  • Folders for products, pricing, orders, campaigns, and customer work
  • Recent, favorites, shared, and published views
  • Tile and list layouts with quick preview and file actions
Current RepCloud Drive library with folders, search, storage, and file actions
Current Drive library · fictional Northstar demo workspace

File controls

Rename, move, share, and review activity in one place.

The file panel brings location, version, sharing, and file management together. Teams can share internally, email a link, set an expiration, or create a revocable external link.

  • Internal sharing stays tied to RepCloud access
  • External links can expire or be revoked
  • Customer-facing sharing stays separate from private folders
RepCloud Drive file panel with rename, move, internal sharing, email link, expiration, and external link controls
File details and sharing controls

Connected files

Check the file before you download or share it.

Preview product media, PDFs, documents, and spreadsheets in context, then open the source or download the file only when you need to.

Dropbox Google Drive OneDrive

The source stays visible as you browse. Save an external file into RepCloud only when you need Drive editing, sharing, or connected workflow controls. Dropbox and OneDrive can receive a newly named copy after editing; Google Drive write-back remains pending final provider approval and production verification.

RepCloud Drive image preview with open and download actions
In-app preview before opening or downloading

Built-in editor · Preview

Edit supported files and save back to Drive.

Open supported RepCloud Drive documents in the embedded Collabora editor without passing downloaded copies around. Keep the same file, recent versions, save status, and editing locks visible.

Editing applies to files stored in RepCloud Drive. Save a connected-provider file into RepCloud before editing it.

Office formats

WWordDOCX XExcelXLSX PPowerPointPPTX OOpenDocumentODF

DOCX, XLSX, PPTX, ODT, ODS, and ODP are supported. Other formats may open as preview or download only.

Safety and recovery

Control who can open, edit, and share files.

File access, sharing, editing, and customer portal publishing all follow the same RepCloud account roles and permissions.

Secure app traffic

RepCloud Drive uses HTTPS/TLS for app traffic, and the iPhone app stores its pairing token in iOS Keychain.

Role-based file access

Drive access follows RepCloud account roles, folder policies, and file permissions.

Revocable sharing

External share links are tokenized and can be revoked, keeping public sharing separate from normal signed-in team access.

File versions and editor locks

For supported documents, Drive shows save status, file versions, and whether another person is editing.

Choose which files customers can see

Publish only selected customer documents and downloads while internal files and unrelated folders remain private.

Links to RepCloud records

Connect files to customers, products, orders, campaigns, tasks, and portals so the team knows where each document belongs.

Drive apps

Take RepCloud Drive beyond the browser.

Use selected sales files from your Mac or carry them with you on iPhone, with the same RepCloud account permissions.

Mac

RepCloud Drive for Mac

Sign in to access the Mac download and work with selected RepCloud folders from your computer.

  • Use approved local file actions.
  • Keep workspace permissions in place.
  • Revoke app access from your account.
Available after sign-in
Sign in for Mac access App details
iPhone

RepCloud Drive for iPhone

Browse, search, preview, share, and save approved sales files from your phone.

  • Open personal, shared, and company folders.
  • Preview orders, price sheets, and product media.
  • Save approved files for offline access.
Available now
Download on the App Store App details

RC Assistant in Drive

Let AI work with the files the user is allowed to access.

When RC Assistant is enabled, it can find and review permitted files alongside relevant CRM and Workspace context. File permissions and approval gates still control what it can open, share, or publish.

Find the source

Locate the current price sheet, product PDF, order document, or campaign asset across RepCloud and approved connected folders.

Review the contents

Summarize supported documents, compare details, and flag product, pricing, or specification changes for review.

Prepare the next step

Bring the selected file into a reply, CRM record, Publisher draft, or portal workflow without bypassing permissions or human approval.