FAQ

This article explains how to setup OneDrive and Multi-Terr so that multiple users can share the same windows database.+

The term Host refers to the one person assigned to create the folder, copy the database files and share with other users.
The term Users refers to the one or many people assigned to the territory team that require access to the Multi-Terr Desktop application.

Note: The Multi-Terr Desktop application should be installed from the downloads section prior to following these steps.

Step #1: [Host and Users] Installing One Drive

If you have Windows 11, OneDrive is already installed on your PC. If you're using another version of Windows, install OneDrive by clicking on the following link: https://www.microsoft.com/en-ca/microsoft-365/onedrive/download

Note: You must use a Microsoft email address as your account, for example @outlook.com. Not all functions are available if you use another email account. For example: @gmail.com will prevent you from adding to the folder to windows.

Step #2: [Host Only] Creating and sharing a folder

Step #3: [Users Only] Adding the Shared folder to Windows

  • Open the email and click Open
  • From the OneDrive module, click on the Add shortcut to My files button

Step #4: [Host and Users] Selecting the Shared folder in Multi-Terr

  • Select the new OneDrive folder from the Location module.
Notes
  • You may change the color of the buttons from the Options module, so to give a quick visual that everyone is connected to the same database.
  • The path of the database is also displayed at the bottom left section of the Multi-Terr Desktop application.
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Applies to version 6.0 or later

TS20240620

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