Select the relevant document and click Attach.The new document will appear in the file list for selection. Then enter the new document's URL into the existing URL field and click Find. You can also create new documents in this screen by selecting a document type under the Create New section and following the same steps as above.Or enter the URL of a document in your drive and click Find, then select the result.

You can search for documents by entering the name and clicking Search.This may take some time if you have a large drive folder. Attach existing Doc/S/P - the Attachments window opens, and the docs list will be populated with all of the existing documents in your drive.In the document window that opens, create the new document.Grant the necessary access rights to the system.

Authenticate your Google login details.

New Document/Spreadsheet/Presentation - enter a document name and click Create.

In the Attachments window, choose one of the options in the External Source Google section:.

Open the record where you want to attach a document, then locate the file field.

To attach a document stored in Google drive:

Select Yes under Allow Google Documents.

Open the file field wizard by navigating to > Fields > .

The person who will open and view the documents linked in the file field, either inĪgiloft or from an external link, must have permission in Google to interact with the file.

Popups should be unblocked in your browser settings.

Document permissions properly set up in Google Docs.Īgiloft must be configured to connect to Google Appsby navigating to Setup > Access > Configure OAuth2.0 Profiles and entering Google Apps as the Provider Name and Google_APPS as the OAuth Provider role, as well as the other details.

A company Google Drive account with support for Docs.

Typically, your organization will use a shared Google account. You can attach documents stored in Google Docs by creating new documents, attaching a document from your Company's Drive folder, or upload and convert a file from your desktop to Google Drive. This page describes how to enable, use, and disable Google Drive attachments in file fields.

How to use confluence google drive