Basil: Can I sync up files from my PC to Basil?

This article is intended users under the Basil Advanced plan. Basil Simple users can refer to this article.

Yes, there is a way to sync up files from your PC. You can use Basil Drive to automatically download and upload files to and from your Client and MyFirm folders stored locally on your PC to sync to your Client and MyFirm folders in Basil. The Basil Drive upload feature is available upon request by contacting CoralTree support. Please see the 'Basil Drive' help guide for more details.