The Draft tab is designed for handling live document files during the drafting phase. It allows seamless integration with SharePoint, so you can:
- Open draft files directly in Triark Cloud.
- Collaborate on documents in SharePoint without leaving Triark.
- Keep version control by syncing files back to Triark when finalized.
🔧 How It Works
- Connect to Draft:
Press "Connect To Draft" to link your document with the correct SharePoint folder. - File Synchronization:
Files uploaded in the Draft tab are automatically stored in SharePoint. - Real-time Collaboration:
Work on files directly through Triark or open them in SharePoint. - Deletion Behavior:
If you delete a file from the Draft tab in Triark, it also deletes from SharePoint.
📂 Typical Workflow
- Start Drafting:
- Click Connect To Draft.
- Authenticate your SharePoint account if not already signed in.
- Upload Files:
- Drag and drop files into the grid.
- Files are saved to both Triark and SharePoint.
- Edit Drafts:
- Open the file directly in Triark Cloud.
- Co-author using SharePoint online editors like Word, Excel, or PowerPoint.
- Finalize Draft:
- Once the document is ready, create a new revision and attach the finalized file.
🔐 SharePoint Folder Structure Example
Here’s a typical structure after connecting to draft:
| Folder | Purpose |
| Draft Files | Active working files shared between users |
| Revisions | Finalized revisions stored after draft completion |
| Archives | Old drafts or previous document versions |
❓ FAQ
Q: Do I need SharePoint to use the Draft tab?
Yes. The Draft tab requires SharePoint integration for file collaboration.
Q: Can I edit drafts directly in Triark Cloud?
Yes, you can open files directly in Triark using SharePoint's online editing tools.
Q: What happens if I delete a draft file in Triark?
It will also be removed from SharePoint automatically.
Q: Can I restore deleted drafts?
You need to use SharePoint's recycle bin to restore deleted files.
