How tos · 08

Connect Google Drive

Drive integration creates a per-project folder in your Drive and lets you upload files straight into it from the project page, so your existing folder workflow keeps working alongside Alpha.

  1. In the sidebar, open Admin → Integrations.
  2. On the Google Drive card, click Connect.
  3. Choose the Google account whose Drive should host the folders. This is separate from your Alpha sign-in.
  4. Pick (or create) the parent folder where Alpha should put project folders. We recommend a fresh folder called something like Alpha Projects.

A project gets its Drive folder the first time a file goes there, with no setup step. Open the project's Files tab, set Save to to Google Drive, and upload. The Drive folder panel underneath then lists what's in that folder and links out to Drive, and Alpha keeps each project's folder organized under its customer.

Drive files vs. attachments

Save to decides where a file lives: Alpha's own storage, or your Drive. Nothing is copied between the two, and the Drive panel is a window on the folder rather than a second place to upload.