Integrate IntakeQ with Google Drive

Connecting your IntakeQ account with Google Drive allows you to have submitted client forms automatically uploaded to a Google Drive folder, and have client notes uploaded to a Google Drive folder on the lock event. You can also choose for any form/note file attachments to be uploaded to the client file on Google Drive as well.

To connect your Google Drive account, follow the steps below:

  1. Navigate to "More > Settings > Integrations" and click on the Google Drive logo.
  2. Click on the button "Connect with Google Drive".
  3. You will be redirected to a Google Account page, asking you to authorize the connection. If you are not logged into Google, you will be asked to log in.

Once the connection has been authorized, you will be redirected back to IntakeQ and a few settings will be presented. These settings will allow you to specify whether or not to auto-upload forms and notes, which folder structure to use, etc.

Shared/Team Drive Support

As part of our Google Drive integration, we support the use of shared (team) drives. When you connect an account that has a shared drive available, you'll be presented with the option to select which drive the forms/notes should be saved into.

HIPAA Considerations

Google Drive does not fall into our Business Associate Agreement, so to comply with HIPAA, you should obtain a separate BAA from Google. This article covers HIPAA compliance in G Suite: https://support.google.com/a/answer/3407054?hl=en

To further improve security, it's always a good idea to enable 2-factor authentication in your G Suite account.

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