GOOGLE DRIVE
Using Google Drive as your fileserver solution will provide extra layers of transparency and security for your attachments. It is essential that you open up a separate Google Drive account to be used solely for Jobman, this will ensure that you keep other sensitive business files/records both secure and not visible for other company staff to view when Jobman file access is shared.
Jobman can integrate with your Google Drive account as the file server application with the following benefits.
- Access all of your Lead and Job files locally where ever you have the Google Drive application installed. This is especially beneficial for larger files like drawing program files that you need to access real-time anywhere.
- Add, email and move files through Jobman that do not have Google Drive connectivity.
Jobman can create two folders in your account that can be managed through Jobman where we suggest that a user is created for Jobman so that other personal information is not shared or accessed illegally.
NOTE
Prior to connecting to your Google Drive account, make sure that you are signed in to the account that you wish to connect to online. Click here to sign in: https://drive.google.com/drive/my-drive
When purchased simply go to the Control Panel in the Admin section and you will see the box below. Follow the connection process and Jobman will add a new folder into your Google Drive account called Jobman files, which will have a separate Leads and Jobs folder in side. In each of these, there will be a folder called “Template to Copy”. Edit and add your new file folder structure as required. This will be duplicated for each new Lead or Job that is saved after this is set up. To add this functionality to existing Leads and Jobs simply edit and save and the new folder structure will appear.
