There are two ways to add documents to Google Drive, either manually or via auto-upload. Both options are listed below.

Step 1:

Tick the box beside the file name, click the Options button, and choose Google Drive.

Step 2:

Select one of the root folders from Google Drive to upload the document or click the + Add New “Root” Folder button to create a new folder in your Google Drive.

Step 3:

Click the Drop Files Here button and then Yes to complete the process of manually uploading the document.

Step 1:

Click the Google Drive button link inside the Documents section.

Step 2:

Select one of the root folders from Google Drive to auto-upload your document(s), or click the + Add New “Root” Folder button to create a new folder in your Google Drive.

​Step 3:

After choosing or adding a folder in your Google Drive, click Turn on "Auto Uploading".

Step 4:

Click the Yes button to set your auto uploader into your Google Drive folder.

Step 1:

Click the Google Drive link, open one of the root folders, or search for the folders/files.

Step 2:

Tick the box of the document(s) that you want to import to your transaction and click the Import Files button.

Step 3:

From the drop-down, choose the document folder you want to import the Google Drive file to and click Import Files.

Previously, only the assigned user on the property could see the Google Drive folder content. Now, users can set the ability to share their folders with other users in the organization. This is done through each user's Google Drive setting.