Using Google Drive for Uploads
Share a Google Drive folder where clients can add their files.
Setting Up a Shared Folder
- Open Google Drive
- Create a new folder (e.g., "Client Uploads")
- Right-click the folder
- Click Share
- Under "General access," set to "Anyone with the link"
- Change permission to Editor (allows uploads)
- Copy the link
Adding to HeyIntake
- Go to Settings > Document Handling
- Select "External Upload Link"
- Paste your Google Drive folder link
- Add instructions explaining what to upload
- Save settings
Client Experience
When clients click "Upload Documents":
- Google Drive folder opens
- They see existing files (if any)
- Can drag/drop or use "New" button to upload
- May need Google account for some features
Folder Organization Tips
- Create subfolders — One per client or project
- Name clearly — Include dates or client names
- Review permissions — Make sure uploads work
- Clean up regularly — Move files to permanent storage
Google Drive vs Dropbox
Troubleshooting
Client can't upload?
- Check folder is set to "Anyone with link" + "Editor"
- They may need to sign in to Google
Files not appearing?
- Refresh your Drive
- Check spam folder for notifications
Tip: For frequent document collection, Dropbox File Requests offer a cleaner client experience.