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Google Drive Sync Feature

Guide to Using Google Drive Sync in DDS Dashboard

Written by David Suggs
Updated over a month ago

This outlines the steps to connect and use the Google Drive Sync feature for managing hatting materials in DDS Dashboard.

1. Access the Library Tab

  • Navigate to the Library tab in DDS Dashboard.

  • Click on the Packs tab located near the top of the page.

2. Connect Google Drive

  • Locate the Google Drive Sync option in the top right corner.

  • Click on it to initiate the connection process.

  • Follow the on-screen instructions to authorize access to your Google Drive account.

3. Select the Main Folder

  • After connecting, a list of folders from your Google Drive will appear.

  • Identify and select the main folder that contains the references for your specific hat pack (e.g., Receptionist Hat).

4. Create the Hat Pack

  • Click on Create Pack after selecting the appropriate folder.

  • The selected Google Drive folder will now be created as a hat pack.

5. Understand Syncing and Updates

  • Synced hat packs will have a Google Drive indicator.

  • Each reference in the pack will be a link to the corresponding Google Drive file.

  • Any changes made to Google Docs will automatically reflect in the hat pack.

6. Resync the Hat Pack

  • To update the hat pack with any changes (additions/removals) in Google Drive, click on Edit Pack.

  • Select Resync with Google Drive to ensure the hat pack is current.

7. Manage Google Drive Permissions

  • Remember that Google Drive permission settings apply to the files linked in the hat pack.

  • If an employee lacks access to a file in Google Drive, they will not be able to view it in DDS Dashboard.

8. Update Sharing Settings

  • To allow employees to view references, go to the relevant folder in Google Drive.

  • Click on Share and change the general access to Anyone with the link - Viewer.

Cautionary Notes

  • Ensure that all team members have the necessary permissions to access the Google Drive files linked in the hat packs.

  • Regularly check and update sharing settings as needed to avoid access issues.

Tips for Efficiency

  • Organize your Google Drive folders clearly to make it easier to select the correct main folder for hat packs.

  • Regularly resync your hat packs after making changes to ensure all team members have the latest materials.

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