Set up by: each user separately
Google Drive lets you store files securely online, access them from anywhere, and collaborate with others. With the Google Drive integration, we make it easier for you to focus on your tasks and track your documents right on the board.
Enabling Google Drive
There are 2 simple ways to connect Google Drive to RealtimeBoard.
1. Go to your profile Integrations page, find Google Drive and click Connect:
Google Drive on the Integrations page
2. Connect your RealtimeBoard account with the Google Drive right on the board by clicking Google Drive in the Upload menu on the toolbar:
Google Drive on the toolbar
Confirm authorization for the needed Google account and allow the app access your files by clicking Connect.
Adding files from Google Drive and Team Drive
To add a file from Google Drive:
- Paste the document URL right onto the board (note that pasting a URL into a shape or a sticker will not embed your document to the board, but will add the link as simple text), or
- Click the Upload button on the toolbar (shown in the screenshot above) and choose Google Drive. You will then see the picker menu. Select all the documents you would like to add and click Select. You can also use the search bar to find documents on your Google Drive.
Selecting a document in Google Drive
You can also add documents from the Team Drive - find the tab Team Drive in the same menu and choose the files to add to the board.
Team Drive in the Google Drive picker
Editing Google documents
You can embed Google Documents, Spreadsheets and Slides right on the board, move and resize them and also swipe the documents' pages.
Click the document and you will see a context menu with the options to Edit content, Reload, Download or Open in a new tab.
To start editing the document, click Pen in the context menu or double-click the document. The document opens in a pop-up and you can edit it as if on your Google Drive. Click the Close or gray area to finish editing. All the changes are automatically saved and visible on the board and in Google documents.
Editing an embedded Google Document
If you prefer you can also click the Source button and the document will open for editing in the next tab.
If you made any edits directly from your Google Drive (especially when working offline) you may need to refresh the embed on the board using the Update button in the context menu.
Managing access rights
Please note that the access rights in Google Drive and in RealtimeBoard are set separately. It means that to let someone edit a Google Document on the board you need to share the document with them in the Google Drive with editor's rights and also invite them as an editor to the board.
If you allow someone edit the document in Google but invite them to the board with viewing or commenting rights only - they will not be able to activate the document's edit mode. Vice versa, if you invite a person to the board as an editor but do not share the document with them on the Google Drive - Google will not allow them to edit it.
Please, make sure that you and your team members are provided with the access level that is required for successful collaboration.
Saving your board to Google Drive
Click Save to GoogleDrive and the board will be available on your Drive just like one of your documents. If you delete the board from Google Drive it will still be available in RealtimeBoard.
Creating a link to your board in Google Drive
Disabling the integration with Google Drive
Open the Integrations page and click Log out near the Google Drive icon.
The option to disconnect your Google Drive from your RealtimeBoard account
Features unavailable in Google Documents RealtimeBoard embed
- Googe Drive Start page
- Moving files between folders
- Help search
- Presentation Mode