Drive Setup in Bitrix24
Company files are scattered everywhere: on employee desktops, in personal Google Drive accounts, buried in email threads, lost in messaging apps. A new hire spends a week figuring out which price list is current and which is outdated. Someone overwrites a file—and the previous version vanishes. Bitrix24 Drive solves this, but only with proper setup: folder structure, access rules, naming conventions, and integration with daily tools.
Storage Structure
Bitrix24 Drive spans three levels:
- Personal drive—files visible only to the owner. Ideal for drafts and working materials.
- Team drive—files accessible to group members. Used for project documents: briefs, mockups, meeting notes.
- Company drive—the root repository with folders by department, area, and document type. Access is governed by permissions.
A well-designed company drive structure is intuitive without instructions. Example:
Company/
├── Document Templates/
├── Regulations/
├── Marketing/
│ ├── Brand Guidelines/
│ ├── Banners/
│ └── Content Calendar/
├── Sales/
│ ├── Proposals/
│ └── Price Lists/
└── HR/
├── Job Openings/
└── Onboarding/
Versioning
Each file save on the Drive creates a new version. An employee accidentally deletes a paragraph and saves—no problem: open version history, restore the previous one.
Versioning settings:
- Stored versions—by default, all are kept. To save space, you can limit to the last 10 versions or versions from the last 90 days.
- File locking—when a file is edited, it's locked for other users. This prevents conflicts from simultaneous editing.
Collaboration
Documents in .docx, .xlsx, and .pptx formats are edited directly in the browser via Bitrix24's built-in editor or through connected OnlyOffice / MS Office Online. Multiple people can work on a file at once—changes appear in real time.
We configure:
- Server-side OnlyOffice connection (for self-hosted) or activate the built-in editor (for cloud)
- Collaboration rules: who can edit, who can only view
- File templates: standard contract, brief, protocol—created from Drive templates
Desktop Sync
The Bitrix24.Desktop application syncs Drive folders with your local file system. Employees work with files like regular folders on their computer—changes automatically upload to Bitrix24.
What we configure:
- Folder selection for sync—no need to pull the entire Drive, just work folders
- Conflict resolution policy—what happens if a file is modified both locally and in the cloud
- File type restrictions—exclude temporary files, caches from sync
CRM and Task Integration
Drive files are linked to CRM objects: deals, contacts, companies. A contract isn't "somewhere on Drive"—it's in the deal card. A technical brief is in the project task.
A business process can automatically copy a file from a template folder to a deal folder on creation, rename it by template, and notify the responsible person.
What We Configure
- Company Drive structure: folders by department and area
- Access permissions to folders and files by role and department
- Versioning: retention policy, locking rules
- Online editor for collaboration
- Desktop app sync
- File binding to CRM objects and tasks