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Google Drive integration connects your Drive storage to Slant, providing seamless access to client documents directly from their records.

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Prerequisites

Before connecting Google Drive:
  • Google Workspace or personal Google account
  • Slant account with integration permissions
  • Decision on folder organization structure

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Connect Google Drive

1

Go to integrations

Navigate to Settings → Integrations.
2

Find Google Drive

Locate Google Drive in available integrations.
3

Click Connect

Click the Connect button.
4

Sign in to Google

Select your Google account or sign in.
5

Grant permissions

Allow Slant to:
  • See files and folders
  • Create folders
  • Upload files
  • Manage files created by Slant
6

Complete setup

Configure your preferences and folder structure.

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Configure folder structure

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Automatic folder creation

Slant can create folders for new clients automatically:
1

Open Drive settings

Go to Settings → Integrations → Google Drive.
2

Enable auto-creation

Toggle on Create folders for new clients.
3

Set parent folder

Choose where client folders should be created.
4

Define subfolders

Specify default subfolders:
  • Financial Plans
  • Tax Documents
  • Account Statements
  • Correspondence
5

Save

New clients will get folders automatically.

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Folder naming

Configure how client folders are named:
OptionExample
Household name”Smith Family”
Last name, First name”Smith, John”
Custom pattern”Client - Smith Family”
For clients with existing folders:
1

Open client record

Navigate to the client.
2

Go to Documents

Click the Documents tab.
3

Click Link folder

Click Link existing folder.
4

Browse Drive

Navigate to their existing folder.
5

Select and confirm

Select the folder and click Link.

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Working with documents

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View client documents

1

Open client

Navigate to the client record.
2

Click Documents

Click the Documents tab.
3

Browse files

See all files in their Google Drive folder.
Files display with:
  • File name
  • Type icon
  • Last modified date
  • File size

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Open a document

Click any file to open it:
  • Google Docs/Sheets/Slides open in their editors
  • PDFs open in Drive’s preview
  • Other files download or open in appropriate apps

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Upload files

1

Click Upload

In the Documents tab, click Upload.
2

Select files

Choose files from your computer.
3

Choose location

Select subfolder (if applicable).
4

Upload

Files are added to Google Drive.
Drag and drop: You can also drag files directly into the Documents area.

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Create new documents

Create Google Docs, Sheets, or Slides directly:
1

Click Create

Click Create new in the Documents tab.
2

Choose type

Select Document, Spreadsheet, or Presentation.
3

Name the file

Enter a file name.
4

File opens

The new file opens in a new tab.

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Move files

Move files between subfolders:
1

Select file

Click the file to select it.
2

Click Move

Click the move icon or right-click → Move.
3

Choose destination

Select the destination folder.
4

Confirm

File moves in Google Drive.

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Delete files

Deleting moves files to Google Drive trash. They can be recovered from Drive’s trash for 30 days.
1

Select file

Click the file to delete.
2

Click Delete

Click delete icon or right-click → Delete.
3

Confirm

File moves to Drive trash.

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Sharing documents

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Share with clients

1

Select document

Find the document to share.
2

Click Share

Click the share icon.
3

Get link

Click Get shareable link.
4

Set permissions

Choose access level:
  • View only
  • Comment
  • Edit
5

Copy and send

Copy the link to send to your client.

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Request upload from client

Share a folder for clients to upload documents:
1

Open client folder

Navigate to their Documents tab.
2

Click Share folder

Click Share for uploads.
3

Configure access

Set permissions for the upload folder.
4

Send link

Share the link with your client.

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Google Workspace features

If you use Google Workspace:

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Shared drives

Connect shared drives for team access:
1

Open Drive settings

Go to Settings → Integrations → Google Drive.
2

Select shared drive

Choose a shared drive as your root folder.
Benefits of shared drives:
  • Files owned by organization, not individuals
  • Consistent access for team members
  • Files persist even if users leave

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Drive labels

If your organization uses Drive labels:
  • Labels applied in Drive appear in Slant
  • Useful for compliance categorization
  • Filter documents by label

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Team access

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Individual connections

Each team member connects their own Google account:
  • They see files they have Drive access to
  • Personal Drive files remain private
  • Shared folders are accessible to all with permission

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Using shared drives

For team-wide access, use shared drives:
  1. Create a shared drive in Google Workspace admin
  2. Add team members to the shared drive
  3. Connect Slant to the shared drive
  4. All team members see the same files

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Troubleshooting

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Can’t see files

Check:
  • Google Drive integration is connected
  • You have access to the folder in Drive
  • Folder is correctly linked to the client

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Upload failing

Verify:
  • File size under Drive limits (5TB for most files)
  • You have write access to the folder
  • Drive has available storage
  • File type isn’t blocked by organization

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Permission errors

Ensure:
  • OAuth permissions include necessary scopes
  • Try disconnecting and reconnecting
  • Check Google Workspace admin policies

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Sync delays

Note:
  • Changes may take a moment to appear
  • Refresh the Documents tab
  • Large folders may take longer to load

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Disconnect Google Drive

1

Go to integrations

Navigate to Settings → Integrations.
2

Find Google Drive

Locate Google Drive in connected integrations.
3

Click Disconnect

Click Disconnect and confirm.
Disconnecting removes Slant’s access to Drive. Files remain in Google Drive unchanged.

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Security

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Permissions

Slant requests only necessary permissions:
  • View and manage files in connected folders
  • Create new folders and files
  • Cannot access files outside connected folders

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Revoking access

To fully revoke access:
  1. Disconnect in Slant
  2. Go to Google Account → Security → Third-party apps
  3. Remove Slant’s access

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Compliance

Google Drive compliance features:
  • Data encryption at rest and in transit
  • SOC 2 and SOC 3 certified
  • HIPAA BAA available (Workspace)
  • Audit logging (Workspace)

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Next steps

Storage overview

All storage features

Dropbox

Connect Dropbox instead