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Using DocSend’s integration with Google Drive, you can accelerate and consolidate your file sharing. Send, track, and take action on files with DocSend’s real-time, page-by-page analytics, without leaving your Google Drive account.
- Any DocSend plan
- A Google account (free or paid)
To use the DocSend integration with Google Drive:
- Go to the DocSend listing in the Google Workspace Marketplace.
- Click Install.
- Once installed, open any Google file or Google Slide.
- Click the DocSend icon (blue circle with black triangle in the upper right corner) in the right-side panel.
- Click Authorize Access in the right sidebar.
- This will prompt you to select a Google account.
- Choose the Google account you’d like to connect to DocSend.
- Click Allow.
- Refresh your browser or Dropbox DocSend window.
- You’ll now be able to Upload and Share.
Create a Link in Google Drive
To create a link to a file in your Google Drive:
- After installing the DocSend add-on, click Upload and Share.
- This will prompt you to log in to your DocSend account.
- After entering your login credentials, you’ll be taken back to the Google file.
- Click Connect Account.
- If you’re connecting through a Google account, a new window will open, asking for access.
- A Create a Link window will appear.
- You’ll have the option to fill out any desired fields or add security settings.
- Click Generate & Copy Link.
- A link will be generated and copied to your clipboard.
- The link will also be available for manual copying.
- Paste the link to your Google file wherever you’d like.
Your file and link will be saved to your DocSend account for any future use.
Things to Consider
- Content is uploaded to the “Google Uploads” folder in your DocSend account for future re-use or reference.
- Click the (cloud icon) at the top-right to access your original document in the external storage provider you uploaded the document from. If you uploaded your file from your Dropbox account, click the Dropbox icon to access the original copy.
- Each file stored in DocSend links to the original document in the external storage provider you uploaded the document from. This includes Google Drive, in addition to Dropbox, Box, OneDrive, SharePoint, and Egnyte. Click the cloud icon in the top-right of your DocSend document to open it.
- Suggested files can’t be selected for upload by any add-on.
- Users must authorize DocSend to access their Google Drive.
- One file can have several links tied to it, each with different access requirements or settings.
- When a file is updated, it’ll be updated across all links.
- To upload a different version of a file, do so through docsend.com.