Integrating Google Documents

How do I Integrate My Google Documents?

The documents integration will work with any Google account, even Gmail! No setup is required, just make sure you are already logged into Google in another browser tab. 

1. Log in to your CRM.
2. Navigate to any Apps like Projects, Invoices, Employees, Customers and so on.
3. When viewing an item in most of the CRM's Apps, you will see a documents tab.
4. Under documents tab, click on “Add Google Document”. For instance: Contacts App
   
5. A popup will display to select a document, you can browse by folder or list view here :
   
6. Check the box next to any file you want to attach, and click "Select"
   
7. You can also upload a brand new file from your computer to drive
   
8. You’re all set! You can now sync your Google Docs/Drive with you CRM!
   

Security Features:

•    Employees who do not have access to the app cannot view that document.
•    Employees who do not have access to the document cannot view that document.
•    When someone deletes a document, it will not be deleted in Google Drive/Documents.