Key takeaways
- Browse, search, import and upload Drive files from the File Centre
- Connect from Marketplace, then open Files, Google Drive
- Existing Google permissions are respected
Client documents often sit in Google Drive. The Google Drive integration connects your account to the Portal 360 File Centre so your team can find, import and upload files without bouncing between tabs.
What you can do
- Browse Google Drive folders and files and search documents
- Preview supported file types
- Import files or folders into the File Centre
- Upload documents to Google Drive with drag and drop or the file picker, choosing the destination folder and watching upload progress
- Download, rename, move or delete cloud files
- Open files directly in Google Workspace applications while keeping the cloud reference
Connections use Google OAuth authentication with permission-based access, and existing Google permissions are maintained.
How to connect
- Sign in to Portal 360 and open Marketplace.
- Open the Google Drive app page.
- Click Connect, sign in to Google and approve access. Only connect an account you own or are authorised to use.
- When it shows Connected, open Files → Google Drive to see your files.
Good habits for client files
- Agree a folder structure in Drive that matches how you organise clients in Portal 360.
- Import only what you need into the File Centre, and keep the cloud reference for everything else.
- Review sharing and permissions in Google Drive before you import client documents.
Related guides
See the File Centre feature page. For email on Google Workspace, read Connect Gmail and Google Workspace.
Frequently asked questions
- Where do my Google Drive files appear?
- Once the app shows Connected, open Files, then Google Drive.
- Can I upload to Google Drive from Portal 360?
- Yes. You can upload with drag and drop or the file picker and choose the destination folder.