Google Integration: Document Card
Inside of the Person/Candidate Panel the Documents card will display the Google Drive icon once connected and the document is uploaded using the Integration.
The Integration makes it easier to share more documents with clients. Users can continue to take notes in CW without having to navigate to Google Drive to update the notes. You can open the file and make changes in real time to the document that will reflect in Google Docs as well.
Click Add new document, click on Google Drive, and allow that permission for your browser (if necessary). Google Drive will connect to the folder you selected as the Default Document Root in your Profile.
Add a file from your local device and it will be added to Google Drive using the Default Root in the Profile, once the document is uploaded into the record.
Uploading from Google Drive will NOT take up the google drive space.
- Document Title: Enter a title that may be different than the Uploaded Document Name
- Document Type: Resume, References, Other, Resume Enrichment, Media, Surveys
- Document Context: The document will be filed in the Person Record, Candidate Record (in a project), Company Record, Deal.
Click the Document Title to open a window hosted by Google that allows you to make all the same edits and changes Google Docs can do. The edits only happen if the document type is in Google Drive.
If the document is a PDF then there will only be viewing options in the window, PDF does not allow any edits.
Google Documents does not provide each User access to edit the document on file. You will have to request access from the User that uploads the Document.