3 min guideUpdated August 2026App review required

Connect tenant Google Drive storage

Connect tenant-owned Google Drive storage so SignBas3 job documents remain in the approved business folder structure.

Best forOwner / Admin
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open Settings, then Google Drive.
  2. Authorise the intended Google account.
  3. Choose or create the approved root folder.
  4. Select Test, then Validate Root, and require both checks to pass.
  5. Open a controlled job that has a Drive folder, upload one document, and confirm its stored folder path and web link sit under the selected root before wider use.

Good practice

Use a business-owned account and folder structure, not a personal Drive. Record the connected account and approved root used for the test.

Setup dependency

Settings that change this workflow

The same task can behave differently between organisations. Check these settings before treating a different result as an error.

Storage provider/settings/storage

Determines whether Google Drive is the organisation's active supported job-file provider.

Open in SignBas3 →

Screen reference

What you will see

SignBas3 integration settings with synthetic connected-service state
Use a company-owned account and validate the selected root before wider job-file use.

Screens show the synthetic BrightLine demonstration workspace. Your records, permissions and configuration will change the details you see.

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.