Streamline file workflows by transferring documents seamlessly between Athennian and Google Drive.
Overview
The Google Drive integration connects cloud storage directly to Entities, making file management fast and efficient. Connect a Google account to import files directly into the Documents tab, or export existing records straight into a designated Google Drive folder. This eliminates the need to download files locally when transferring information between systems.
Availability: Customers with the Document Automation bundle add-on.
Upload Documents From Google Drive
Navigate to the specific Entity
Navigate to the Documents tab
Select the + New button at the top right of the screen
Select From Google Drive from the dropdown list
Log in to the Google account in the pop-up window
- Once logged in, the option to Select Files from Google Drive will open
- Note: A search bar is available to locate the file or folder to upload.
Search and choose the desired files from the Google Drive interface
Click Select at the bottom left of the modal
Note: The selected documentation from Google Drive is removed from the external folder and inserted into the database; it is not a copy
Download Documents To Google Drive
Navigate to the specific Entity
Navigate to the Documents tab
Check off the Documents to export
Click [Number] selected at the top of the list
Select Export To Drive
Log in to the Google account in the pop-up window
- Once Export To Drive is selected, you will be redirected to Google Drive where a prompt to Select Destination Folder will appear
- Note: A search bar is available to locate the file or folder for download.
Locate and choose the destination folder in the Google Drive prompt
Click Select at the bottom left of the modal