Way We Do allows you to lookup and link to files in cloud storage solutions such as Google Drive directly from the "Attachments" and "Insert Documents" functions.
To add documents directly from Google Drive, follow these steps:
- On the Attachments tab, simply click "+Upload File". Alternatively, click on "Insert File" paperclip icon from the Edit Toolbar when editing a procedure.
- Click on "Attach from Google Drive".
- Log into Google and authorize.
- Select required files as per normal usage of Google Drive.
Security of files will depend upon the restrictions you place on the document within Google Drive. Be sure to setup any required restrictions within Google Drive prior to linking to the document from within Way We Do.
Steps 1 & 2: