Skip to main content

Google Drive Integration

If you use Google Drive to store transaction documents, DocJacket can connect directly — so you can import and export files without downloading and re-uploading.

Connecting Google Drive​

  1. Go to Settings > Integrations
  2. Find Google Drive and click Connect
  3. Sign in with your Google account and grant DocJacket access
  4. You're connected — the Drive button will now appear on your Documents tab

Importing from Drive​

  1. Open a transaction's Documents tab
  2. On the Files subtab, click Drive
  3. Browse your Drive folders and select the files you want to import
  4. Click Import — the files are copied into DocJacket

Exporting to Drive​

You can also send documents from DocJacket back to Google Drive. This is useful when you need to share files in a Drive folder with other parties who don't use DocJacket.

From the Documents tab you can:

  • Export all transaction documents
  • Select documents and export only those files
  • Export a single document from its row actions

Linking a transaction folder​

The Drive menu also shows whether a transaction Drive folder is linked.

Use it to:

  • Link a Drive folder
  • Change the linked folder
  • Open the folder in Google Drive
  • Unlink the folder

When a folder is linked, required-document uploads can land in the transaction's persistent Drive folder.

Tips​

  • Imported files are copies — changes in Drive won't automatically sync to DocJacket (and vice versa)
  • You can import multiple files at once
  • Folder structure in Drive doesn't carry over — imported files land in the transaction's document list