With the Upsales Google Drive integration, you can access relevant company documents stored in your Google drive right from the company card.

This article explains the process for connecting your Google Drive and Upsales accounts, which includes steps by the Administrator and steps by each user.

• The Administrator must activate the app for your company's Upsales account.  
• The Users must each:
  • Activate the Google Drive app on their own Upsales profiles and accept the terms.
  • Connect and authenticate their own Google Drive location.

Once the Google Drive app is activated and connected, users will be able to connect a specific Google Drive folder for their companies and attach those documents to Company cards. 

Note: Other users who view the Company card can only view the attached Google Drive documents if they also have access to that Google Drive folder.

Activating the Google Drive app for All Users (Administrator)

The Administrator of the account activates the Google Drive app before users can activate their personal access to use this app.

To activate the Google Drive app, complete the following steps:

1. Select the Settings icon in the upper right corner of your Upsales screen.
2. Select App directory.
   
3. From the Apps list, select Google Drive.
   
4. On the Google Drive screen, select Activate.

The Google Drive app has been activated and published to the team. Each user will need to activate the app on their own profiles and connect their own Google Drive accounts.

Activating Your Individual Google Drive App

Once you administrator has activated the app for your company, you can activate the app for your profile.

To activate your Google Drive app in Upsales, complete the following steps:

1. Select the Settings icon in the upper right corner of your Upsales screen.
2. Select App directory.
   
3. From the My profile area of the left navigation area, select Google Drive.
   
4. On the Google Drive screen, select Activate.
   

Connecting and Authenticate Your Individual Google Drive App

 To connect your Google Drive account to Upsales, complete the following steps:

1. Select Click to connect on the Google Drive app screen.
   
2. In the confirmation, select Allow to grant permission to have access to your Google Drive.
3. Select Allow in the confirmation window to allow Upsales access to your Google Drive.
4. Once you've signed into your Google account, you select Allow again to confirm your choice to connect Upsales.
   

Once you've connected your account, you'll see the "Connected" message as follows:

Connecting a Google Drive Folder to a Company

Once you have activated and connected your Google Drive, you can connect that cloud storage to a specific company.

Note: For best practice, store each company's files in a separate folder.

To connect a company to a specific Google Drive folder, complete the following steps:

1. Open the Documents tab of the Company Card.
   
2. Select the Google Drive icon to open your folders. 
   
3. Select the Folder where the files for the selected company are stored. 
4. The files located in that folder are displayed on the Company Card Documents tab.
   
5. You can select the file to open it directly from Google Drive.

Note that other Upsales users at your company who can access this company card can only see the associated documents if they also have access to the Google Drive folder you have connected for the selected company.

Disconnecting a Google Drive Folder

If you need to change which folder is attached to a Company card, you can disconnect it and re-connect a different one.

To disconnect a specific folder from a selected company, complete the following steps:

1. On the Documents tab of the Company card, select Disconnect.