Google Drive Integration

Connecting Your Account to Google Drive

Connecting Zentake to Google Drive allows you to automatically upload all submitted forms and documents as PDFs to your Google Drive. Follow these steps to set up the integration:

Step 1: Navigate to Integrations

1. Go to Settings > Integrations in your Zentake dashboard.
2. Find the Google Drive integration and click Connect.

Step 2: Authorize Your Google Account

1. You will be redirected to a Google Account login page.
2. Log in with the Google account you want to connect.
3. Authorize Zentake to access your Google Drive.

Step 3: Confirmation of Connection

Once authorized, you will be redirected back to the Integrations tab in Zentake. You will see a message confirming that your Google Drive account is successfully connected.

Step 4: Configure Folders and Assign Forms

1. In Settings, create folders where your forms will be saved.
2. Assign specific forms to each folder. This ensures your forms are organized appropriately in your Google Drive.

Important: HIPAA Compliance

If you need to comply with HIPAA regulations, you must obtain a separate Business Associate Agreement (BAA) from Google. Learn more about Google’s BAA requirements here.