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Google Docs Integration – now in Beta for all!

That’s right, we’ve (finally) pushed Google Docs integration through to public beta as well as  improvements to the File Attachment tool. 

Here’s the low-down on everything Docs.

What is Google Docs, Why Use It?

Google Docs is a free, online word processor, spreadsheet, slide show and data storage service from Google.  With Google Docs you can create and edit these documents online, collaborate with your other team members and share with users outside your organization.

The WORK[etc] integration takes advantage of this by allowing you to reference and link Google Docs directly inside of WORK[etc].

For example, you could write a report in Google Docs and then within WORK[etc], attach that report directly to a project.  WORK[etc] creates a link between the two, so that the WORK[etc] project will always link to the latest version of the report.

So in summary, Google Docs handles the creation of documents and WORK[etc] links documents to context such as customers, projects, sales leads and more.

Setting it Up

If you’re already using the awesome WORK[etc] Gadget for G Suite Email then you are already set up.

Otherwise, make sure you have a G Suite Domain set up, then inside of WORK[etc] simply enter the domain in at Settings -> Manage My Account -> Apps Integration

Give WORK[etc] Access to G Suite Account

What it Looks Like

Once you’ve connected your G Suite Domain to WORK[etc], you’ll see the Google Docs folder structure show up inside the WORK[etc] files folder.  As you can see, everything is fairly straightforward, with the main association being Google Collections = WORK[etc] Folders:

Google Docs Collections Become WORK[etc] Folders


Note
:  When using Google Docs inside of WORK[etc], WORK[etc] will always respect the permission settings you have set inside of Google Docs.  So, if it looks like a Google Docs file is not showing up inside of WORK[etc], remember to check permissions first:

Check Google Docs Permissions

Using It

The WORK[etc] project management tool is likely the main place in WORK[etc] where most people will be looking to attach Google Docs files.  Again, really straightforward:

Attach a Google Docs file to a WORK[etc] Project

Other Changes to the File Tool

We also took this opportunity to create a bunch of new changes to the WORK[etc] file tool.

The “Upload New” tab now allows you to upload multiple files at once.  Select a file from your desktop, hit upload, then go straight onto selecting the next file.  Nice and fast:

Upload Several Files at One Time

You can now also browse files that you have already uploaded to WORK[etc], allowing you to attach the same file to multiple activities within WORK[etc]:

Attach Existing Files to a WORK[etc] Activity

File management is easier now as well.  Simply select multiple files and choose to download the selection as a single zip file or to permanently delete a selection:

Download or Delete multiple files at once

And you can now drag and drop files between folders making managing your document structure all too easy:

Drag n Drop Files Between Folders

NOTE:  Please use support@worketc email address or the “report a bug” link inside of your account to report any issues – so that we’re better able to track issues.

What we’re working on this week…

See all

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