Google Drive

Google Drive is a free file storage and synchronization service which users can store, sync, share and access file 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 Google Drive 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.

How to pin Google Drive to the Apps menu

To pin the Google Drive integration to Apps menu, select the check-box Pin to the Apps menu.

Still need help? Contact Us Contact Us