Manually uploading to Google Drive

There are 2 ways to add documents to Google Drive, either manually or via auto-upload.

Manual Upload

Tick the box beside the file name and click the Google Drive button.
Select one of the root folders from Google Drive to upload the document or click the + Add New “Root” Folder button if you want to create a new folder in your Google Drive.
Click the Drop Files Here button and click Yes to complete the process of manually uploading the document.

Auto-upload to Google Drive

Click the Google Drive button link inside the documents tab.
Select one of the root folders from Google Drive to auto-upload your document (s) or click the + Add New “Root” Folder button if you want to create a new folder in your Google Drive.
After choosing/ adding a folder in your Google Drive, click the Auto upload files into (“the title name of the folder”).
Click the Yes button to set up your auto uploader into your Google Drive folder.

Important:

Only newly added files will be uploaded into the chosen folder. Managing & Sharing documents must be done inside of Google Drive.

There are only 2 drives that can be seen inside the OTC - Google Drive and these are "My Drive" and "Shared with me."

Shared Drive is not visible inside the OTC and can only access inside of Google Drive.

Import Files from Google Drive to OTC

Step 1:

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

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:

Choose a document folder that you want to import the Google Drive file and click Import Files.

Google API Connection

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.

Important:

By enabling the Google Drive setting, all of your Google Drive folder content will be available for other users to access.