Google Drive

If your agency works with large files or documents, it might be more convenient to set up a Google Drive folder for a client and put their files in the folder, instead of sending them as attachments through Wayfront.

With our Drive integration, you can embed shared folders in the client portal so that each client sees their own folder.

First, find the client’s Google Drive folder and make it visible to anyone with the link (the embed only works with folders set to Viewer access for anyone with the link).

Next, open the client’s account page, click the Actions dropdown, and select Add a sidebar link. Paste your Google Drive folder sharing link there. The link will automatically be converted to an embed — make sure to use a folder link (drive.google.com/drive/folders/...).

You can then sign in as the client to see what the folder looks like on the client’s end: