How to Select Your Document Folder with Google or 365

Note: This article applies only to existing Clockwork firms that already have Google Drive or OneDrive document storage configured. This document storage setup is no longer available for new firms.

For firms that already have the Document Integration configured, it provides a way to manage candidate, client, and project documents across Clockwork and Google Drive or OneDrive. 

What is explained in the video?

The Integration provides an individual folder for each user that connects Clockwork to the selected Drive. Clockwork encourages making a general "Clockwork Documents" (or your choice of folder title) folder in your Drive and share it with the entire team, and confirm that the folder is not private or restricted.

Once the folder is available to the team and anyone with the link, each team member should navigate to their Drive through Clockwork and select the new "Clockwork Documents" folder created by your team. Once this is accomplished all documents/resumes uploaded into Clockwork will also be stored in the Shared folder.

This will help with ease of use and centralizing all of the documents in one place instead of singular folders by each user.