Using the Google Drive Integration

Once the setup for Connecting Google Drive to WorkGuru is complete, files uploaded to WorkGuru will be automatically uploaded to Google Drive. Files uploaded to Google Drive will follow the path hierarchy:

• Shared Drive
  • Root Folder
    • Clients
      • [ClientName]
        • Project
          • [Document Number]
        • Quotes
        • Stock Sales
    • Suppliers
      • [SupplierName]
        • Purchase Orders
          • [Document Number]
    • Production Jobs
      • [Document Number]

When a file is uploaded against a client, supplier or document within WorkGuru, that file will then be queued to upload to Google Drive in the background. When that file upload job is processed, a folder will be created in Google Drive for that entity/ transaction if one does not already exist.

If a document hasn't yet had a corresponding folder created for it in Google Drive, the standard file upload will appear against it within WorkGuru:

Project:

Client:

Once the queued job to upload the file to Google Drive has been completed, the files will be accessible through Google Drive directly and the file upload section against the document in WorkGuru will also include a button to open Google Drive in a picker window within the browser:

Google Drive

Project:

Client:

WorkGuru

Project:

Client:

The picker window will open at that documents folder location within Google Drive and allow you to download files from Drive directly from within WorkGuru:

Project:

Client:

Please note special characters are treated differently in each platform and may be removed or replaced when uploading to Google Drive. To keep file and folder names consistent, we recommend keeping special characters to a minimum.