Liscio’s Google Drive integration lets you directly attach Google Drive files to Messages, Tasks, Requests, and eDocs, and export documents seamlessly from the Liscio Vault into Google Drive.
Note: Google Proprietary file types (i.e. Google Docs, Sheets, Slides, etc.) cannot be opened outside of Google Drive. We suggest sharing the Google link through a Liscio message when necessary.
Connect Google Drive to Liscio
In Liscio, select your name (Profile Settings) from the vertical (left-hand) menu.
On your profile settings page, select Third-party Apps.
Under the Document Management Systems header, select Connect under the Google Drive section to authenticate your Google Drive account.
Log in to your Google account and select Allow to grant Liscio access to your Google account
Attach Google Drive Files
Navigate and select Add New in the navigation bar
From the side menu, choose the type of item you want to create.
Select Browse.
Under File, select Document Management System (DMS).
Select Google Drive from the drop down menu.
Under Select a File, select the files you want to upload and send.
Select Upload to successfully attach the file.
Export Client Files into Google Drive
Navigate and select the Files page in the navigation bar.
Use the checkboxes to select the files you wish to Export to Google Drive.
Go to the bottom of the screen and select the file icon located in the Icon Tray.
Select Google Drive as the Destination.
Navigate through your Google Drive until you locate the folder you want to export the files to.
Select Export Files.
Troubleshooting
If you receive a 400 Error from Google, please do the following:
Go to https://myaccount.google.com/permissions and revoke access to the Liscio app by selecting Delete all connections you have with Liscio and selecting Confirm.
Go back to Liscio.
Locate and select your profile with your account name on the lower-left corner of the vertical menu.
On your profile settings page, select Third-party Apps.
Under the Document Management Systems header, select Disconnect under the Google Drive section.
To reconnect, reference the above article: Connect Google Drive to Liscio