What is the Google Drive integration?

Google Drive is a cloud storage service by Google that allows you to store files centrally, share them with others, and synchronize them across all your devices. With the Google Drive integration in the plugin DayliteDocs, you can link existing Google Drive folders to people, companies, projects, and opportunities or create them with a single click within your folder structure. Google Drive files and folders can be delegated as tasks with file references. Using the Google Drive link, you gain direct access to your folders in the browser, even on your iPhone and iPad.

Table of Contents

• Setting up the integration
• Advanced settings
• Linking and creating folders
• Working with Drop Zones
• The action menu
• Google Drive link
• Creating tasks from files
• Sharing files
• Open With and Show in Finder

Setting up the integration

DayliteDocs works directly with the Google Drive folder on your Mac. A separate sign-in in DayliteDocs is therefore not needed.

To set up the Google Drive integration in Daylite, follow these steps:

1. Navigate to the PluginCenter and open DayliteDocs.
2. Click on Google Drive.

3. In the Google Drive Folder step, click Retrieve. DayliteDocs automatically finds the Google Drive folder on your Mac and shows the associated Google account. Confirm with Use.
   

4. If multiple Google accounts are signed in to Google Drive for desktop on your Mac, choose the account DayliteDocs should use.
5. If the folder is not found automatically, select it manually via Choose Other…. Make sure to select the Google Drive folder itself and not a subfolder.

Advanced settings

The following settings apply to the entire database.

Automatic subfolders

When creating a folder, you can automatically create the folders defined here as subfolders. For example, every new customer folder can get the subfolders Incoming invoices, Outgoing invoices, and Projects.

Google Drive links and Finder links

Specify which custom fields on projects, contacts, companies, and opportunities the links should be written to:

• Google Drive Links (web links): Use this link to open the folder in the browser from any device or to send it by e-mail. Others can only open the link after you have shared the folder in Google Drive.
• Finder Link (local link): Use this link to open the folder directly in Finder.

The following article describes how to add and edit custom fields.

Features of the Google Drive integration

You will find the DayliteDocs tab with the Google Drive section on people, companies, projects, and opportunities.

Linking and creating folders

The Link Folder option allows you to link an existing Google Drive folder to the selected Daylite object. Simply select the desired folder. All files and subfolders contained in the linked folder will be displayed. On the right side, you will also find a preview area.

Alternatively, you can create a new folder for the selected Daylite object by clicking the Create Folder button.

In the following window, choose the parent folder and assign a folder name. The following options are also available:

• Create automatic subfolders: The subfolders defined in the settings are created along with the folder.
• Create Google Drive link: The Google Drive link of the new folder is written to the custom field selected in the settings.

Working with Drop Zones

Drop Zones allow you to drag & drop files from macOS Finder directly into a linked Google Drive folder in Daylite. Drop Zone 1 copies files into the main folder, Drop Zone 2 copies files into the selected subfolder.

The action menu

The Google Drive button provides access to additional functions:

• Delete the link to the Google Drive folder
• Set the name of the Daylite object as the folder name
• Show the Google Drive folder in Finder
• Open the Google Drive link

Google Drive link

Use Google Drive Link to get the web link to a folder. The following window offers these options:

• Copy Link: Copies the link to the clipboard.
• Share in Google Drive…: Opens the folder in the browser, where you decide who gets access to the folder.
• Write link to extra field: Writes the link to the custom field selected in the settings.

Creating tasks from files

By right-clicking a file or folder within the Google Drive integration in Daylite, you can directly create a task from that file. The selected file or folder is immediately linked to the task.

Sharing files

Selected files can be directly shared with other applications using the Share function, for example via iMessage. This allows files to be quickly and easily distributed from within Daylite.

Open With and Show in Finder

Beneath the preview window, you will find the options Open With and Show in Finder. Open With displays a list of applications installed on your Mac that can open the selected file. Clicking an application opens the file in that application. The Show in Finder button reveals the selected file or folder directly in Finder.