THIS ARTICLE IS A COPY FROM HELP.WORKBOOK.NET - NEEDS REWRITING & IMAGES
WorkBook integrates its file and document system with Google Drive, this allows you to use WorkBook in combination with the Google Drive editors and other offerings. Google Drive gives you a wide range of functions like, synchronising files to your local machine, editing the file in your browserWorkBook integrates to google drive and allows your WorkBook instance to automatically create folder structures and other folders directly from WorkBook. WorkBook can be used in combination with the existing google drive functions, such as synchronize directly to your desktop.
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REQUIREMENTS
An active Google Account with Google Drive
WorkBook
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INSTALLATION & CONFIGURATION
Add storage provider
If the option Google Drive isn’t already presented in the list of available storage providers, click the Create new icon and chose it from the drop down menu that pop up.When Google Drive is added as one of your options, make sure to tick the box Is active
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Authentication
Next we need to fetch an authorization code to allow WorkBook to access the Google Drive account.
Click this icon and this authentication dialog will open automatically. Click Accept
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After you accept, copy the token provided and paste it into the value field for the setting AuthorizationCode
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Test the connection
Confirm that Google Drive Integration is functioning by running the storage provider test.Select the correct Storage Provider and click the test button
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VOUCHER SETUP
This only applies if you want to use to possibility to upload vouchers or creditor invoices from a certain folder your Google Drive account to the creditor invoice management in WorkBook.
Voucher agent
Navigate to Settings > Advanced tools > Agent setup
Add a new agent “Voucher hot folder agent”
Tick the Activate box and change the type to Minute and Interval to 10. This way the WorkBook agent will search for new vouchers every ten minutes
Change the parameters to the correct settings. The only thing you need to fill in is the web address of your WorkBook. The login and password values were needed in previous versions of WorkBook
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Folder paths
In Settings > Company settings > Basic settings, chose the correct storage provider and change the paths for Hot folder and Archive folder.
We recommend that you create a folder called Vouchers (or something similar) in your Google Drive. In this folder, create two sub folders. We use the terms Hot folder and Archive folder. The first one – Hot folder – is the folder to which you can upload or copy new creditor invoices. If this folder contains any files, the agent you have set up in the previous step will rename them according to the voucher sequence set up under Settings > Finance > Voucher sequences, and make them available in your Vendor invoice management.Please remember to click the update icon in the upper right corner when you have made changes.
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TROUBLESHOOTING
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RESPONSE
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RESPONSE
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Navigate to Settings > Folders, reports & documents > Storage and folders
Select the 3rd menu in the top “Storage provider”
Press the create storage provider icon at the top as shown in the screenshot below
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Select Google drive in the dropdown menu and press OK
Make sure you enable the new google drive storage provider
Press Authenticate
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Once pressed, make sure you have pop up enabled in your browser.
A small box will appear. Select your google account
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Once signed in a new box will appear
Make sure you press Show advanced
The reason for this action is that WorkBook has not yet verified the application. This step will be obsolete once they have verified.
Press Go to WorkBook (unsafe)
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A new box will appear and the next thing to do is to press Allow
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After pressing Allow the last box will appear and this includes a code that you will copy. Ctrl + C / Cmd + C
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Take this code and navigate back into WorkBook and paste the code into the google drive Value field as shown in the screenshot below
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Once the code has been input you’re done with the installation of google drive!
TROUBLESHOOTING
TESTING THE CONFIGURATION |
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You’re able to run a test with the test function to see if there is any connection or any issues currently with your integration.  |
MY STORAGE IS SLOW |
Yes, unfortunently using google storage the solution might be slower at generating folders when creating jobs. This is something the team needs to be aware off. We highly recommend not using Google Drive if you feel the solution is too slow. |
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