Google Drive

Connect Google Drive for PDF archiving.

Use the Google Drive integration to automatically save a copy of each generated invoice and report PDF into your Drive.

Updated May 2026

Connect Google Drive

Connecting starts an OAuth flow with Google and stores the connection against your account.

Open Settings and go to the Integrations tab.
Start the Google Drive connection.
Sign in with Google and grant the requested Drive access.
Return to ClientDeck and confirm the connected status.

How PDFs are archived

Once connected, downloading an invoice or report PDF also uploads a copy to Drive into a folder structure under Client Deck.

Download an invoice or report PDF as usual.
Note the confirmation that the file was also saved to Drive.
Open Drive to find the file under Client Deck, the client name, then the document type.
Files for a client with no name are placed under Unassigned.

Disconnect

Disconnecting stops new uploads. Files already saved to Drive stay where they are.

Open Settings and go to the Integrations tab.
Disconnect Google Drive and confirm the prompt.
Check that the connection shows as disconnected.
Reconnect later to resume archiving.

Notes

Drive archiving is fire and forget. The PDF download is the primary action, so if the Drive upload fails the file still downloads locally and you see a notice that the upload did not complete.