Google Drive
Overview
Google Drive – Business Overview
Google Drive in Dafater is used to connect your business records with files stored in your company’s Google Drive account. It allows teams to link documents, reports, contracts, and supporting files directly to business activities, without storing everything inside Dafater itself. This helps keep documents organized, accessible, and aligned with day-to-day operations.
What Google Drive Is Used for in Business Operations
Google Drive is used to:
- Link important business documents (such as contracts, proposals, policies, and reports) to records in Dafater
- Ensure teams always access the most up-to-date version of a document
- Reduce duplication of files across systems
- Centralize document access while keeping storage in Google Drive
It acts as a bridge between Dafater’s business records and your organization’s existing document storage practices.
Prerequisites and Setup Requirements
Before using Google Drive, the following should be in place:
- An active company Google Drive account
- Clear internal rules on where business documents are stored in Google Drive
- Defined access permissions so only authorized users can view or manage files
- Agreement on naming and folder structures for consistency
Once these basics are ready, Google Drive can be used smoothly as part of daily operations.
Typical Workflow and Business Fit
A common workflow looks like this:
1. A team member creates or updates a document in Google Drive (for example, a contract or report).
2. The document is linked to the relevant record in Dafater using Google Drive.
3. Other users open the linked document directly from Dafater when reviewing or working on the record.
4. Any updates made in Google Drive are instantly reflected for all users accessing it through Dafater.
This workflow ensures documents stay current and eliminates confusion caused by multiple versions.
Key Business Scenarios Where Google Drive Is Essential
Google Drive is especially valuable in scenarios such as:
- Sales and agreements: Linking proposals, quotations, and signed contracts
- Human resources: Storing policies, employee letters, and training materials
- Operations and projects: Sharing plans, timelines, and supporting documents
- Finance and compliance: Attaching reports, approvals, and audit documents
In all these cases, Google Drive keeps documentation organized and easy to retrieve.
Important Considerations for Users
When using Google Drive, users should keep in mind:
- Access depends on Google Drive permissions, not just Dafater access
- Files should be stored in approved folders to avoid confusion or loss
- Sensitive documents must follow company security and privacy rules
- Clear naming conventions help teams quickly identify the right documents
Used correctly, Google Drive supports better collaboration, clearer records, and smoother business processes across Dafater.
Basic Information
- Module: Integrations
- Document Type: Other
- Type: Single (Configuration)
Fields
| Field Name | Label | Type | Required | Options | Description |
|---|---|---|---|---|---|
| enable | Enable | Check | - | Enable automated Google Drive backups from Dafater. | |
| backupfoldername | Backup Folder Name | Data | ✓ | - | Google Drive folder name where Dafater backups are stored. |
| frequency | Frequency | Select | ✓ | , Daily, Weekly | How often Dafater performs automated Google Drive backups. |
| Send Notification To | Data | ✓ | Email recipients for Dafater Google Drive backup notifications. | ||
| sendemailforsuccessfulbackup | Send Email for Successful backup | Check | - | Send notification email after successful Dafater backup completion. | |
| file_backup | File Backup | Check | - | Include Dafater file system data in Google Drive backups. | |
| authorizegoogledrive_access | Authorize Google Drive Access | Button | - | Authorize Dafater to securely access your Google Drive account. | |
| backupfolderid | Backup Folder ID | Data | - | Unique Google Drive folder ID used for Dafater backups. | |
| lastbackupon | Last Backup On | Datetime | - | Date and time when Dafater last completed backup. | |
| refresh_token | Refresh Token | Data | - | Stored token allowing Dafater to refresh Google Drive authorization. | |
| authorization_code | Authorization Code | Data | - | Temporary Google authorization code used to connect Dafater. |
Permissions
| Role | Read | Write | Create | Delete | Submit | Cancel |
|---|---|---|---|---|---|---|
| System Manager | ✓ | ✓ | ✓ | ✓ |