Integrating Cloud Sync with Google Drive - Fileinvite for Lending Help

Link your Google Drive account so all your files are saved and can be accessed from the cloud.

If you are a Google Drive user, we've made it easy to link your account and store all your files in one secure place. To get started, click the Settings gear icon at the bottom left, Integrations at the left menu, and then hit the Connect button under Google Drive.Screenshot 2024-12-18 154951 - gdrive

 

You will be prompted to Sign in to your Gmail account. 

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Or to Choose an account if you are already signed in to Gmail. Screenshot 2024-12-18 155513

 

Next, follow the prompt to continue with the selected Gmail account and allow Fileinvite to access it, this is necessary for Fileinvite to upload files to your Google Drive on your behalf.

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Almost done! Click Choose Folder to create a new folder or select an existing one under Google Drive where you'd like the files to be saved, and then click Save Changes to finish. 

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Files your clients upload to their invites will sync to Google Drive after you've Accepted them from the invite Overview page

 

To access the files that have been synced to Google Drive, head to My Drive > (Your chosen Google Drive Folder), and locate the invite folder

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If you don't choose or create a dedicated folder, the integration will create a new folder for each invite under My Drive.