Google Drive Integration

The Agenda and Meeting Management Select (formerly CivicClerk) OneDrive integration allows you to upload files saved to a Google Drive account as agenda item attachments and to publish agendas, agenda packets, and minutes files to your Google Drive account. This article will explain the functionality of the integration and provide the steps that can be taken to enable it.

Important Notes

• This integration is available to customers with both Agenda and Meeting Management Select and Google Drive at no cost.
• An administrator must enable and configure this feature before it can be used.
• Contact Support if you encounter any issues when enabling the Google Drive integration.
• The visibility of Google URLs (Uniform Resource Locators) entered into the Shared Google URL field must be set to "anyone with the link can view" for the attachment portion of the integration to work.

Google Drive Integration Functionality

Upload Saved Files as Item Attachments

With the Google Drive integration, you can store and edit attachment files in Google Drive and have them pulled into Agenda and Meeting Management Select. Once activated, the Google Drive function becomes available on the Item Files page. Within the Add Attachment modal's Google Drive tab, you can input a public Shared Google URL. You can also set the attachment's name, Public Portal visibility, and confidentiality.

When a packet that uses the associated attachment is created, the system pulls the most recent version of the file from Google Drive. The Google Drive document will be listed as an attachment for the item, just like any other uploaded attachment. There is also a link to the document in Google Drive for editing.

Publish Agenda Files to a Google Drive Folder

Once activated and configured, the Send to Google Drive function becomes available on the Agenda Files page. Within the Send modal's Google Drive tab, you can select and send the desired agenda files to a designated Google Drive folder. All users with access to the Google Drive folder will automatically receive the files once their devices sync.

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Enable the Google Drive Integration

1. Sign in to the system if you have not already
2. Navigate to the User Menu, then select the Settings option
   
3. Click the User and Global Settings tile
   
4. Click the Integrations tile
   
5. Click the Google Drive tile
   
6. Click the Connect to Google Drive button
   
   
   Note: If you encounter an "Access blocked: This app's request is invalid" or "Error 400: redirect_uri_mismatch" message, you will need to contact Support before proceeding.
7. Follow the prompts to establish a link between Agenda and Meeting Management Select and Google Drive
8. Within Agenda and Meeting Management Select, enter the name of the Google Drive folder you want those files sent to into the Google Drive Folder for Delivery field
   
9. Click the Save Changes button
   
10. The Google Drive integration has been enabled

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