Connect Documents to Google Drive
planned
A
Andrew Mickley
As a Slant user, it would be great to have an ability to use an assigned Google Drive folder as the "storage space" for all document uploads (and for Kerdora to also see any documents uploaded/changed in Google Drive). This would allow both Slant and Kerdora to have full access to the clients documents. It would also allow print outs of client's financial plans to be put into Google Drive for Slant to be able to reference until a 2-way integration sync is enabled.
Taylor Stewart
updated the status to
planned