How PDFs Are Stored in Google Drive

Overview

EZTrack360 integrates with Google Drive to store all generated PDFs automatically. Once connected, your Google Drive provides a centralized location where you can access invoices, estimates, and other PDF files created within the platform.

How It Works

When Google Drive integration is enabled and connected, all PDFs generated from the platform, such as invoices or estimates, are automatically uploaded to a designated folder in your Google Drive. This ensures secure storage and accessibility directly from your Drive account.

Steps to Set Up Google Drive Integration

1. Click the settings gear icon ⚙️ in the top right corner of the page.

2. Scroll to the Google Integration section.

3. Follow the prompts to connect your Google account. This will include authorizing EZTrack360 to access your Google Drive.

4. Once authorized, you will see the connection status as Connected.

Accessing and Managing Generated PDFs in Google Drive

1. Click FILES in the left sidebar, then select Drive. This will open the Google Drive integration page.

2. Navigate through the folders to locate the automatically created EZTrack360 folder where your files are stored.

3. Use the search bar to find specific files by name or type (e.g., PDFs).

4. Manage files directly from the interface by using the available icons and options:

   • Rename: Select a file, then click on the edit (Pencil) icon to rename it.

   • Move to Trash: Select a file, then click the delete (Trash2) icon to move the file to the trash.

   • Restore: Navigate to the trash view, select a file, and click the restore (ArrowLeft) icon to restore it.

   • Download: Click the download (Download) button to save a file locally.

Tips for Using the File Manager

• Files are displayed in a grid or list view. Toggle between views using the grid (Grid3X3) or list (List) icons at the top of the page.

• Star important files by selecting the star (Star) icon for quicker access later.

• View quota information (storage usage) at the top of the Google Drive page to ensure you have sufficient space in your Drive.

FAQs

Where are my PDFs stored?

Your generated PDFs are stored in a designated EZTrack360 folder within your Google Drive account.

What happens if I disconnect Google Drive?

If Google Drive is disconnected, new PDFs will no longer be uploaded. However, existing files in Drive will remain accessible directly through your Drive account.

Can I organize the PDFs into different folders?

Yes, you can create custom folders in Google Drive and move the files manually or use the Move option in the file manager to sort them.

How do I reconnect Google Drive if disconnected?

Repeat the setup process by clicking the settings gear icon ⚙️ in the top right, scrolling to Google Integration, and reconnecting your account.