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Support Center / Workpaper Agent / Storage

Select files from Google Drive

Select files from a connected Google Drive storage destination, resulting in Workpaper Agent Studio using files from the saved root folder.

Workflow

Step 1

Open Connections > Storage

Start from the Truewind app, open Connections and Storage tab where you can manage the saved storage connections for the current organization.

Screenshot showing start from the Truewind app so you can manage the saved storage connections for the current organization

Step 2

Choose Google Drive

Select Google Drive as the storage provider when the destination should use your Google workspace.

Screenshot showing the Connect to Google Drive option.

Step 3

Sign in to Google

Complete the Google sign-in prompt with the account that has access to the Google Drive folder you plan to use.

Step 4

Set the root folder

Click on Switch root folder to select your drive and root folder that should be available to Workpaper Agent.

Screenshot showing search for the Google Drive folder and save the root folder that should be available to Workpaper Agent

Step 5

Open Templates

Go to Workpaper Agent templates when you want to use the connected Google Drive storage in a new Studio workpaper.

Screenshot showing the Templates navigation item in Workpaper Agent.

Step 6

Create a workpaper

Start a new workpaper so Studio opens with the file-selection controls available.

Screenshot showing the New workpaper button.

Step 7

Open the file picker

Use the Open action when you want to pull an existing file from connected storage into the workpaper.

Screenshot showing the Open action in Studio.

Step 8

Choose Select from Storage

Pick the storage option instead of uploading a local file when the source file is already in Google Drive.

Screenshot showing the Select from Storage option.

Step 9

Browse storage files

Use the file browser to navigate within the saved Google Drive root and choose the file you want to bring into Studio.

Step 10

Select files

Confirm the selected Google Drive files so Workpaper Agent can use them in the current Studio workflow.

Before you connect

Make sure the Google account you use has access to the Google Drive folder your team expects to use with Workpaper Agent.

FAQ

Which Google account should I use?

Use the Google account that has access to the Google Drive folder you want Workpaper Agent to read from or write to.

Can I change the root folder later?

Yes. Return to Connections > Storage, update the Google Drive root folder, and then reopen the Studio file picker.

Limitations

Google Drive access depends on Google permissions

Truewind can only show folders and files that the connected Google account is allowed to access.

Troubleshooting

I cannot find the Google Drive folder.

Confirm the signed-in Google account has access to the folder, then reconnect Google Drive from Connections > Storage if the folder list is stale.

The file picker does not show the folder I expected.

Check the saved root folder in Connections > Storage because Studio only browses within that configured root.

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