At Pirani, we are committed to providing a more streamlined and efficient experience. That's why we have launched a new update that allows you to upload your files from Google Drive and Dropbox, your device, or through a direct link.
This enhancement is available in all our modules: Operational Risk Management, Information Security Risk Management, Anti-Money Laundering Risk Management, Audits and Compliance. The new functionality facilitates document management and collaboration across the organization, adapting to the source of your choice. Something important to clarify is that it still needs to be within the modules of Causes and Consequences, Assessments, and Segmentation.
Today, companies widely use tools such as Google Drive and Dropbox to store and share data. According to a study by Datanyze, Google Drive leads the cloud storage market, followed by Dropbox and Microsoft OneDrive. More than 60% of corporate data is now stored in the cloud, reflecting the growing use of these services in the enterprise environment. In addition, GoodFirms highlights that 65.28% of people use cloud storage as their primary data management method.
This new functionality is part of our commitment to offer you a comprehensive risk management solution that facilitates your work.
How do you integrate a file from Google Drive or Dropbox?
You can select the module and entity you will work on. For this tutorial, we will choose the compliance system in the processes module. Once you have chosen the macro process in which you want to add a document either from Google Drive or Dropbox, follow these simple steps:
- Click on the macro to be managed. A window with all the details will appear on the right side of the screen. Then click on the “pencil” icon to edit it and move on.
Next, a form will open with four sections to enter general information:
→ Name: This will allow you to identify it quickly in the future.
→ Type: You can classify it as strategic, mission, or support.
→ Category: Choose whether it is a macro-process, process or sub-process.
→ Description: Describe what this process will be about.
Once you have set up all the details, you will see a horizontal bar with a “paperclip” icon that says, “Drag and drop your file here.” To the right of this bar, you will find a button that says, “browse.” Click on it.
When you select it, four options for uploading your files will be displayed:
→ From your device
→ Google Drive
→ Dropbox
→ From a link
Just select the option where you have your documents and upload them.
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It's that simple! With just a few clicks, you can incorporate this functionality into your documents and processes. Are you ready to use it? Follow our tutorial and start implementing it right now.