Document Management - Google Drive Integration

You can integrate your Google Drive with Cornerstone and link documents to your customers' accounts.

Installing Google Drive for Desktop

Step 1: Download and Install

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

Linking Documents to Customer Accounts

Step 1: Open 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 Document

From the document window, Click Insert.

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

• FTP - Follow FTP instructions below
• MAPPING - Follow MAPPING instructions below

For FTP Users

Attaching Documents

1. At the confirmation prompt click Yes
2. File explorer window will open
3. Navigate to the drive that was setup by Google Drive (Example: R:\ drive)
4. Double left click to open the drive folder or highlight it and click Open
5. The window explorer window will show 'My Drive'
6. Click on 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 the 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 the document:

1. Highlight it
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 upload file icon
2. File explorer window will open
3. Navigate to the drive that was setup 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 on 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

Note: The file name is shown in the Description field and the path to the file is shown under File Name. Example: R: drive is the Google Drive letter, the path shows \\tsclient\R\My Drive\Test.txt

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

Viewing Documents

To view the document:

1. Highlight it 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 Help?

Still have questions? Contact Cornerstone Holding Co. 847-405-9517 or email us customer.success@alarmbills.com