Connecting to Google Drive in Karbon allows you to manage all files related to work items or contacts directly from a central location. You can also seamlessly copy client files between Karbon and Google Drive.

Index

Steps to Connect Your Google Drive Account

Open Settings: From the main menu, navigate to Settings.
Select Document Storage: Under the settings menu, choose Document Storage.
Connect to Google Drive: Click on Google Drive and follow the prompts to connect your account.

Note: To connect Google Drive to Karbon, you must be an admin of the Google Drive workspace.

Login Required: Once connected, each team member needs to log in to their Google Drive account via their profile page in Karbon.

Connecting Folders to a Work Item

Once your Google Drive account is connected, you can link Google Drive folders to work items in Karbon.

Steps to Connect Folders to a Work Item:

Navigate to the Documents Tab: Open a work item and go to the Documents tab.
Click Connect Folder: In the Connect Folder section, click on the Connect Folder button. A folder selector modal will appear.
Select Folder: Browse your Google Drive and select the folder you wish to connect to the work item. Click Connect.

Once connected, you'll be able to automatically copy files from Karbon storage into the connected folder. Files can be copied from:

eSignature
Approvals
Client Requests
Attachments from the work timeline

Connecting Folders to a Contact

You can also link Google Drive folders to individual contacts in Karbon. Note that auto-copy is not available when connecting folders to contacts.

Steps to Connect Folders to a Contact:

Navigate to the Documents Tab: Go to the Documents tab for an organization, client, or client group.
Click Connect Folder: In the Connect Folder section, click on the Connect Folder button.
Select Folder: Browse your Google Drive and select the folder you want to connect to the contact. Click Connect.

Managing Files in Google Drive

Uploading Files into a Connected Folder

You can manually upload documents to your connected folder in Google Drive via the Upload button or by dragging and dropping files directly from your computer.

These files will be stored within the connected Google Drive folder.

Renaming Files in a Connected Folder

To rename a file in a connected folder:

Click on the options menu next to the file in Karbon.
Select Rename.
Enter the new file name and save.

Changes will be reflected in Google Drive.

Downloading Files from a Connected Folder

To download files from a connected folder:

Click the options menu next to the file.
Select Download.

Note: Currently, you can only download one file at a time.

Opening Files from a Connected Folder

Clicking on a file within a connected folder will open that file in Google Drive.

Automation: Auto-Creating New Folders for Repeating Work Items

You can set up Karbon to automatically create folders for repeating work items in Google Drive when tasks and budgets are created.

Steps to Set Up Automatic Folder Creation:

Go to the work item’s Repeat Settings.
Scroll down to the Connected Folder section.
Connect a folder to the repeating work item.
Add a placeholder (e.g., Due Date or Start Date).

This setup will automatically create folders in Google Drive for any future work items as they are scheduled.

Best Practice Tip: If folders aren’t automatically created, check your naming conventions. Special characters like + or & may cause issues.

Sharing a Folder or File Link from Google Drive in Karbon

You can easily share a folder or file link from Google Drive while writing an email or note in Karbon.

Steps to Share Files:

While composing an email or note in Karbon, click on the Attachment button.
Select Google Drive.
Browse and select the file you want to share.

Important: The permission setup in Google Drive applies to any user trying to access the link. If the user doesn’t have access, they will be shown a screen where they can request access.