Uploading a Document to Google Drive

When a user generates any document that is Google Drive enabled, an Upload Selected to Google Docs button appears above the list of generated documents. The user will click on the button to upload the selected documents.

gdi3

Authorizing Access to Google Drive

The first time a user tries to upload a document using S-Docs, they will be presented with a page indicating that they need to authorize access to their Google Drive account and grant permission for S-Docs to access the account.

gdi4

Clicking on the Authorize Google Docs Access button will redirect you to a Google hosted sign in page. The user would need to sign into their Google Account. Once authenticated, S-Docs leverages OAuth 2.0 technology to manage access between S-Docs to Google Drive. The user will need to click on the Allow access button to continue. This step needs to be done only once, as this access authorization is retained with the users Salesforce account.

gdi5

Authorizing Access to Google Drive

Going forward, users will skip the authorization step and will be directed to the upload confirmation page below. Here users can indicate which documents are queued for upload and the user can also deauthorize S-Docs from their Google Account by clicking on the Unlink S-Docs from my Google Docs account link at the bottom of the page.gd6

Once the user clicks the Upload to Google Docs button, the Status field will change from “Queued” to a link. The link will open the document directly within Google Drive.

gdi7

Opening Google Drive docs within Salesforce

Links to documents and their icons are updated whenever a document is uploaded to Google Drive. Clicking on the link will open the document directly within Google Drive in either a new tab or new window.

gdi8

Once a document is uploaded to Google Drive, it can be moved and shared as needed by using standard Google Drive functionality.gdi9