Overview

Most of what you share with customers already lives in Google Drive. With the Google Drive integration, you pick files straight from Drive instead of downloading and uploading them again. It works in the Asset Library, in templates and in Spaces, for both My Drive and Shared Drives.

You choose how each file is added:

• Link to the original file: The file stays in sync. Update it in Drive and your Space shows the new version. The file needs "anyone with the link" sharing so your customer can open it. Valuecase warns you if it isn’t set.
• Import as PDF: Valuecase stores a copy. Drive sharing settings don’t matter, and the file your customer sees won’t change.

How to use

1. Connect your Google account once under "Connect my tools" in your profile.
2. In a Space, template or the Asset Library, add a file and choose Google Drive.
3. Pick the file from My Drive or a Shared Drive.
4. Choose "Link to original file" or "Import as PDF".