Google Drive

Google Drive is a free file storage and synchronization service which users can store, sync, share and access files across multiple devices. This pre-installed integration allows you to link files to notes and deals and have instant access to the most recent file version. 

In this article:
Attach a file to a note, call note or deal Remove a Google file attachment
Pin to the Apps menu 

How to attach a file from Google Drive

1
Click on the Add Note, Add Call or Add Deal button and complete Note/Deal required fields.
2
Attach your file by clicking on the Google Drive icon.

3
In the Select a file pop up, sign in to your Google Drive account if you are not already logged in and allow OnePageCRM access to your Google Account.
4
Select the file or multiple files you wish to attach → click Select.
5
Click Save to attach the file to your note. 

How to remove a Google Drive attachment

In the Add Note box, click on the 'X' icon to the right of the attached file.

Still need help? Contact Us Contact Us