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How Can Other Firm Users Create Documents in the Google Drive Integration Without Asking for Permission First?

Question:

  • How can other firm users create documents in the Google Drive integration without asking for permission first?
  • How to change my Google Drive Sharing Permissions so my Firm can create documents in the integration?

Environment:

  • Google Drive

Additional Information:

  • When viewing any Document folder through the Google Drive integration, you can create a Google Doc or Sheet right within Clio. Since only one Google Drive account should be synced to the entire Firm's Calendar, anyone who doesn't have editing permissions in Google Drive will have to ask for permission before creating a folder within the Integration in Clio. For more information on the Google Drive Integration please visit Google Drive: Setup 

Answer:

  • In order to give permission to other firm users to create documents in the Google Drive Integration without asking for permission please follow the steps here.

 

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