In order to be able to sync documents from your client's portal to Google Drive, you must first set up your Google Drive integration.
Once you have set up your Google Drive integration, an automatic sync of the existing documents within the Google Drive folder TO the client's portal will be triggered. You can now also sync documents from your client portal to Google Drive.
To sync a document from your client's portal to their Google Drive folder:
1. In your partner portal, navigate to Documents>Uploaded documents and find the document you would like to link to Google Drive. Click on the 'Sync' icon.
2. A dropdown menu appears, listing your syncing integration options set up within your firm. Select 'Google Drive' and click 'Apply'.
3. Once applied, the syncing icon turns green, indicating it is linked.
NOTE: (Linking may take a few minutes to process).
4. Once the sync has been processed, the files selected to sync will appear within the client's Google Drive folder. Please note, depending on the size of your Google Drive, this may take more than 10 mins.