With LiquidPlanner’s Google Drive™ integration you can store and manage your files in Google Drive™, then attach a link to them from any plan item in LiquidPlanner. You can also upload files from your local drive, Box or Dropbox. Link to External Files and access documents stored with services such as Sharepoint, Microsoft OneDrive, Apple iCloud Drive, and SugarSync.
If you don’t already have a Google™ account, visit www.google.com to create your free Google™ account. There is no need to reference LiquidPlanner when creating a Google™ user account.
Before attaching Google Drive™ files in LiquidPlanner, make sure the files are set to shared status. Select one file to share or multi-select to share more. Right click and share, or select the share link from the Google Drive menu bar.
Access the share settings by clicking on the Advanced link.
Open the share settings by selecting “Change.”
Once Link Sharing is open, select “ On – Anyone with the link” and Save. In the Access section, determine whether you want user to view only, have the ability to comment, or have the ability to edit your files.
Saving will take you back to the sharing settings window. Review settings and click Done. Sign out of Google Drive™.
In your LiquidPlanner workspace, go to the Documents section of the plan item’s Edit Panel and click Add > Load from Google Drive™.
If necessary, override the pop-up blocker in order to authorize LiquidPlanner.
When prompted, log in with your Google Drive™ credentials.
Authorize LiquidPlanner to access your Google Drive™ files, click on Accept.
After completing the authorization, you’ll see your Google Drive™ directory in LiquidPlanner, where you can select the appropriate file:
You can now click on the file name in the Documents section of the Edit Panel to access the Google Drive™ file. If you get the following error message, you need to log back into your Google Drive™ account and share the file that you selected (see the “Sharing Documents in Google Drive™” section above):