Prerequisites
Before connecting Google Drive:- Google Workspace or personal Google account
- Slant account with integration permissions
- Decision on folder organization structure
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.
Configure folder structure
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.
Folder naming
Configure how client folders are named:| Option | Example |
|---|---|
| Household name | ”Smith Family” |
| Last name, First name | ”Smith, John” |
| Custom pattern | ”Client - Smith Family” |
Link existing folders
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.
Working with documents
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.
- File name
- Type icon
- Last modified date
- File size
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
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.
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.
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.
Delete files
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.
Sharing documents
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.
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.
Google Workspace features
If you use Google Workspace: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.
- Files owned by organization, not individuals
- Consistent access for team members
- Files persist even if users leave
Drive labels
If your organization uses Drive labels:- Labels applied in Drive appear in Slant
- Useful for compliance categorization
- Filter documents by label
Team access
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
Using shared drives
For team-wide access, use shared drives:- Create a shared drive in Google Workspace admin
- Add team members to the shared drive
- Connect Slant to the shared drive
- All team members see the same files
Troubleshooting
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
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
Permission errors
Ensure:- OAuth permissions include necessary scopes
- Try disconnecting and reconnecting
- Check Google Workspace admin policies
Sync delays
Note:- Changes may take a moment to appear
- Refresh the Documents tab
- Large folders may take longer to load
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.
Security
Permissions
Slant requests only necessary permissions:- View and manage files in connected folders
- Create new folders and files
- Cannot access files outside connected folders
Revoking access
To fully revoke access:- Disconnect in Slant
- Go to Google Account → Security → Third-party apps
- Remove Slant’s access
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)