Support Guide

Google Drive

    TABLE OF CONTENTS

  1. • Setup
  2. • Security
  3. • Google Drive Clients
Where do I access this in Checkfront?
You can activate the Google Drive export option via your main menu bar at Manage > Add-ons > Google Drive

 

Google Drive Top Image

 

Using Checkfront with Google Drive

If you are a current Google Apps or Gmail user then you may already be using Google Drive (formally Google Docs). With Checkfront you export reports directly into your Google Drive.

Google Drive is a cloud-based suite of tools that includes a Spreadsheet app, Wordprocessor and other office tools (with much of the functionality of Microsoft Office). It has the added benefit of being able to access it from anywhere and collaborate with your team.

Once enabled you can export and open Checkfront reports in your Google Drive without having to download to your computer first. Google Drive supports all formats that Checkfront exports in (MS Excel, MS Word, PDF, CSV).
 
 


 

Setup

You must have a Gmail, Google Drive, or Google Apps account to make use of this add-on. As with most of our add-ons this is free to all Checkfront users.

To enable Google Drive, you can visit the add-on section in your Checkfront account at Manage > Add-ons. Click on the Google Drive tile and select activate.
 

Google Drive Activate

 
At that point, you’ll be asked to sign in to Google. Alternatively you can just try exporting a report into Google Docs and you’ll be asked to authenticate the add-on from there.
 
 
Google Sign In

 
 


 

Security

This add-on requests limited access to your Google Drive, and can only access documents exported and created by Checkfront. After signing in, you will be asked to confirm your integration with Google.
 

Google Confirm

 
Please note, only administrators can enable Google Drive within Checkfront. One account should be used per person. Sharing a login will cause issues with Exporting to Google Drive.

Anywhere there is an export option in Checkfront, you can export to Google Drive. Once exported, the report is automatically converted to a Google Doc and opened.

Google Drive Clients:
All of your data with Google Drive is stored in the cloud and accessible wherever you have a web browser. Additionally you can use Google Drive on your Desktop, iPhone and Android. See: Google Drive Downloads for more information.

See here for more information on Google Drive.