Document Management - Google Drive Integration

Overview

This article explains how to integrate Google Drive with Cornerstone and link documents stored in Google Drive directly to your customers' accounts. The process covers two parts: installing the Google Drive for Desktop application, and then attaching and viewing documents using either the FTP or MAPPING method depending on how your company is configured.

Installing Google Drive for Desktop

Step 1: Download and Install

1. Navigate to https://www.google.com/drive/download/ in your browser.
2. Download the Google Drive for Desktop application.
3. Install Google Drive and sign in to your Google Account.
4. Google Drive will set up a new Drive Letter on your computer (Example: R:).

Linking Documents to Customer Accounts

Step 1: Open the Customer Account

1. Click Customers.
2. Highlight the account you would like to link a document to.
3. Click Change, or double left-click on the customer account.
4. With the customer account open, click Documents.

Step 2: Insert a Document

From the document window, click Insert.

Depending on how your company is set up to link documents to Cornerstone, you will see one of the following methods:

For FTP Users

Attaching Documents

1. At the confirmation prompt, click Yes.
2. A File Explorer window will open.
3. Navigate to the drive that was set up by Google Drive (Example: R:\ drive).
4. Double left-click to open the drive folder, or highlight it and click Open.
5. The File Explorer window will show 'My Drive'.
6. Click the 'My Drive' folder and navigate to the document you wish to attach to the customer.
7. To attach multiple documents: Hold CTRL + Left Click on each file.
8. With all files highlighted, click Open to attach.
9. You will receive a notification showing how many files were attached.
10. Click OK to continue.

Viewing Documents

The customer account number is appended to the File Description and File Name.

To edit the Description:

1. Highlight the document in the list.
2. Click Change.

To view a document:

1. Highlight the document.
2. Click View.

To view a document before importing:

1. Click View Remote.
2. Navigate to your drive letter for Google Drive (Example: R:\ drive).
3. Double left-click My Drive.
4. Navigate to your document.
5. Click Open.
6. Your document will be displayed in the Viewer.

For MAPPING Users

Attaching Documents

1. Click the upload file icon.
2. A File Explorer window will open.
3. Navigate to the drive that was set up by Google Drive (Example: R:\ drive).
4. Double left-click to open the drive folder.
5. The File Explorer window will show 'My Drive'.
6. Click the 'My Drive' folder and navigate to the document you wish to attach to the customer.
7. Highlight the file and click Open to attach.

8. The file has now been imported.
9. Click OK to complete the import.

Viewing Documents

To view a document:

1. Highlight the document in the document list.
2. Click View.
3. Your document will be displayed in the Viewer.

To view a document before importing:

1. Click View Remote.
2. Navigate to your drive letter for Google Drive (Example: R:\ drive).
3. Double left-click My Drive.
4. Navigate to your document.
5. Click Open.
6. Your document will be displayed in the Viewer.

Need Additional Help?

Our Customer Success team is here to assist you.

Phone: 847-405-9517 x1
Email: customer.success@alarmbills.com

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