How do I Integrate My Google Documents?

The only things you need to work with Google Drive are: (1) A Google account and (2) The Premium or Enterprise plan in Apptivo. Check here to learn more about the Apptivo plans.

The Google Drive 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. We also have several other G Suite integrations, which you can read more about.

Steps to add a document:

• Log in to your Apptivo account. Navigate to any Apps like Projects, Invoices, Employees, Customers, and so on.

• When viewing a record in most of Apptivo’s Apps, you will see a Documents tab.

• Under the documents tab, click on Add Document dropdown and select “From Google Drive”. A popup will display to select a document, you can browse by folder or list view here:

• From the page, Select a file pop-up, choose any file you want to attach, and click Select.

• You can also directly upload a brand new file from your computer to drive.

• You can now view the uploaded file in Apptivo and likewise, you can add the files from Google Drive.

Note:

• Employees who do not have access to the app cannot view that document.

• When someone deletes a document, it will not be deleted in Google Drive/Documents.