NetClose - Google Drive Reconciliations Setup
The Document Management feature in NetClose Reconciliations provides the user with a live connection between their Google Drive files and the Reconciliation Records within NetClose. This feature streamlines the reconciliation process by providing the user with a direct link to all support documentation and the ability to auto-create support "Items" within the Reconciliation Record. The walkthrough below explains how to set up Document Management with Google Drive.
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Initial Setup
Download the Shared Transactions SuiteApp (No additional cost) .
Navigate to Netgain > Setup > System Setup> Document Management
Specify the Folder ID of the Google Drive Folder that you will be using for Document Management. Navigate to the Google Drive folder that you want to use for NetClose Reconciliations. The Folder ID can be found in the URL for that folder. The URL will look something like this "https://drive.google.com/drive/folders/12YuKFNanbynn4zK-ZaprIM0DwHykuBlH" The Folder ID is the part of the URL that is highlighted in green.
Click on the Google Authentication Link. This will prompt the user to sign in to their Google Drive account. Once signed in, the system will gain access to the user's authorized folders. Users will know the connection was successful when there are asterisks under the "Google Drive Access Token" field.