Integrating with Google Drive¶
Requirements
This tutorial requires the installation of the Viindoo all-in-one enterprise management system.
The Viindoo system integrates with Google Drive to make your management, storage, and sharing of documents more convenient and user-friendly.
Configuration¶
First, check the status of the app to ensure that your module has been installed in the Viindoo software. Access the Apps application, remove the default filter, and search with the keyword google. If the Google Drive module is not installed, you will see the Activate button.
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Then, you access to Settings > Integrations, activate Google Drive feature, enter the CLient ID and Client Secret, and click on the Save button. Afther that, you click on the Reset token to set up a token for your system.
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Steps to use the Google Drive integration feature in Viindoo¶
After the connection is successful, the system provides the link feature between the documents stored on your drive with the models on the system. With this feature, the managers can add the company’s document templates on many models to help employees propitious in search and use.
If the setup is successful, the system will display the Reset token set field. Then, you click on the Google Drive Templates to configure templates.
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Template Name: Name of the template.
Active: When checked, this template will be active and ready to use.
Model: The model in the system, to which this template links.
Filter: The customizable filter of this template.
Template URL: The URL of the Google Drive document. Note: you need to create a sample document on Google Drive first to get the URL.
Google Drive Name Pattern: Define rules to name Google Drive documents using fixed words and fields.
Note
In Google Drive, you can select the type of the sample document, such as: Google docs, Google sheets, Google form, Google Slides, etc. You must ensure the URL is correct.
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The assumption that you create a template for the Contact model. When you access any contacts, you can utilize that template as demonstrated below
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Furthermore, the templates you have created will be saved on that interface. Therefore, you can revisit them anytime you want.
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You can do the same with the other models: Contacts, CRM, Sales, Purchase, etc.