Account Setup : Documents (Adding Photos & Files)
TurnLink's Documents feature allows you to add photos
and files to a specific Company Overview eg shelf pics. To set this up, login to TurnLink as an Admin, go to Setup > Integrations > Documents, and connect
TurnLink to your company's Google
Drive. If your company doesn't have one they are free and they simply
function as free storage on the back-end so once you're setup you
will be able to access everything from within TurnLink.
Note: DO NOT CONNECT YOUR PERSONAL GOOGLE DRIVE. This should be a generic company Drive.
Click the menu icon in the upper right corner and choose 'Add Document Instance':
Setup Type = Google Drive, give it a Nickname (eg 'ABC Company Drive'), and click 'Authorize':
Once setup, you can choose 'Upload Documents' from the 'What would you like to do?' menu in all company overviews:
Note: DO NOT CONNECT YOUR PERSONAL GOOGLE DRIVE. This should be a generic company Drive.
Click the menu icon in the upper right corner and choose 'Add Document Instance':
Setup Type = Google Drive, give it a Nickname (eg 'ABC Company Drive'), and click 'Authorize':
You will get an alert message. Click 'Authorize' again:
You will be prompted to sign into Google. Once signed in click 'Allow' to give TurnLink permission to store documents on your Drive:
Once setup, you can choose 'Upload Documents' from the 'What would you like to do?' menu in all company overviews:
Browse or drag & drop the document(s) you want to upload. Then click 'Save':
If you are uploading photos you will have the opportunity to rotate them before clicking 'Save':