Connect tenant Google Drive storage
Keep job documents in a tenant-owned Drive location.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open Settings, then Google Drive.
- Authorise the intended Google account.
- Choose or create the approved root folder.
- Confirm folder access and connection health.
- Test with a controlled job document before wider use.
Good practice
Use a business-owned account and folder structure, not a personal Drive.
If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.