Google Drive

Description​

The integration allows you to:

• Create automatically and organize a file structure in Google Drive
• Access to the folders and files available in Google Drive
• Let you team get quick and easy access to the files
• Share the direct link to the files

Files​

When a file is uploaded into Google Drive, it is automatically available in Skills Workflow.

• You can share your file by going into your document and easily select the file
• It will be available to add it into the document's description
• Or to post it on document's feed

Folders​

Not all folders are synched between the two systems:

• To launch Google Drive, click on the Cloud icon

• There's a root folder setup in Skills Workflow and in Google Drive

• Projects must be active and marked as "Deliverable" in the tab "Info"

• Jobs must be active, marked as "Deliverable" and his parent as well
• To automatically create the Template Sub-Folders, it is necessary to mark both options in the Additional Information tab of Job

Google Drive Folder field available in the Additional Information tab of each document:

• Will let you map to an existent folder's name
• Or to change the respective folder's name

Whenever a document is created in Skills Workflow, a folder is created under its parent document folder. The structure of the folders in Skills Workflow is:

• Root
  • Client
  • Project
    • Jobs
    • Sub-Jobs template
  • Estimate
  • Expense
• User

When a folder is created in Skills Workflow, it is created automatically in Google Drive.

Synching​

The synching is performed by a background process. Whenever a document is created or his folder name is changed in Skills Workflow, the process will replicate it in Google Drive.

• The synching process is bi-directional
• Skills Workflow has a reference of the ID of the files and folders in Google Drive
• The users will see the same file structure (starting on the root) in both systems

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