Virtual Cabinet Integration

GetBusy complements many other tools and systems that you may use. 🤝

Virtual Cabinet users can use GetBusy to keep on top of tasks, particularly those that may not necessarily be centred around a document. ✅

For efficiencies, Virtual Cabinet users can also now easily integrate with and create GetBusy tasks from Virtual Cabinet documents. 💥

This is possible under the following 3 conditions:

• You are using Virtual Cabinet version 4.4 or later;
• Your Virtual Cabinet access settings grant you extract rights over the documents;
• You have the GetBusy Desktop app for Windows installed.

When right clicking on any document (or multiple) in Virtual Cabinet on either the search screen, within a Virtual Cabinet task or from recent documents, 'Send to GetBusy' will be listed as an option in the menu.

Clicking 'Send to GetBusy will bring up the GetBusy desktop app into focus and you can choose whether to then add the document/s as attachments as part of a new to-do or as a note in GetBusy. 

For clarification on the difference between a to-do and a note, read more here: What are tasks / threads in GetBusy?

A copy of the document/s will then be taken from Virtual Cabinet, and uploaded and attached in GetBusy using the Virtual Cabinet naming rules i.e. named the same way as you have in Virtual Cabinet. 📎

Sending any documents to GetBusy will be recorded and stored in the Audit trail in Virtual Cabinet. ✅ 

It is also easy to bring in documents from Virtual Cabinet when in the GetBusy app.

When creating a new GetBusy to-do or note, click to add an attachment and simply select 'Virtual Cabinet' as the attachment source, which will take you to Virtual Cabinet integration search screen, so you can easily search and select to attach one or multiple documents.

Virtual Cabinet links are also supported in comments - copy the link from Virtual Cabinet and paste into the comments. The link will only work for Virtual Cabinet users, so the contents of your link will not be visible to non Virtual Cabinet users.

For more information about other integrations with GetBusy:

Integrating with GetBusy

Zapier Integration

Hyperlink API