How to manage documents using the VOGSY Google Drive or SharePoint integration

VOGSY integrates with both Google Drive and Microsoft SharePoint to streamline document management within your professional services workflows. This allows you to store, organize, and access project-related files directly from VOGSY, reducing the need to switch between applications.

VOGSY's integration with Google Drive provides a centralized location for all project-related documents.

Key Features and How to Use Them:

1. Automatic Folder Creation: When a new project is created in VOGSY, the integration can automatically create a corresponding folder in Google Drive. This ensures that all project documents are organized from the start.

2. Accessing Documents from VOGSY: Within a VOGSY project/opportunity/organization, you find a "Documents" section. This section displays the contents of the linked Google Drive folder. You can open, edit, and upload documents directly from this interface.

3. Permissions Management: VOGSY respects the permissions set in Google Drive. This means that users can only access documents that they have permission to view or edit in Google Drive.

4. Version Control: Google Drive's built-in version control ensures that you can track changes to documents and revert to previous versions if needed.

5. Real-time Collaboration: Multiple users can collaborate on documents simultaneously in Google Drive, and these changes are reflected in VOGSY.

6. Email Attachments: The VOGSY email add-on for Gmail automatically saves email attachments directly to the relevant Google Drive folder linked to a project.

VOGSY also integrates with SharePoint, offering similar document management capabilities for organizations that use Microsoft's platform.

Key Features and How to Use Them:

1. Project-Specific Document Libraries: VOGSY can create dedicated document libraries within SharePoint for each project.

2. Accessing Documents from VOGSY: Like the Google Drive integration, VOGSY provides a view of the SharePoint document library within the project interface. You can access, edit, and upload files directly from VOGSY.

3. Permissions and Security: VOGSY leverages SharePoint's robust permissions system to control who can access project documents.

4. Version History: SharePoint's version history features allow you to track changes and revert to previous versions of files.

5. Co-authoring: SharePoint supports co-authoring, enabling multiple users to work on documents simultaneously.

6. Email Integration: The VOGSY Outlook add-in allows you to save email attachments to SharePoint document libraries.

By leveraging these integrations, you can streamline your document management processes, improve collaboration, and ensure that all project-related files are easily accessible within VOGSY.