Athento allows linking a record in Athento with a document in Google Drive, for this, it is necessary to perform a series of prerequisites: configure Google Provider and have the Google Drive API active.
Prerequisites:
These configurations can be done in the following way:
- Configure Google Provider: follow the steps described in https://docs.allauth.org/en/latest/socialaccount/providers/google.html#google . Once the SocialApp object has been created from /aseadm/socialaccount/socialapp/, the process is complete (described in the “Django Configuration” section). It is not necessary to read the following.
- Activate the Google Drive API in the Google Cloud project created in the previous step:
Once the prerequisites have been fulfilled, you must allow the linking of the record with the Google Drive document at the space level, by activating the check “Allows using Google Drive's features in this series” from the administration:
Once activated, a Google Drive button will appear from the view of the documents belonging to that space, at the top right.
If you click without being logged in with Google when you enter Athento, you will need to log in with the account that has the documents you want to import from Drive.
Once logged in, you will have a document search engine that allows you to search by keywords in the title or content, or by a specific link to a Drive document. When the document is selected, it will be necessary to click on “Update” to bring the binary document and link it to the Athento record.
Once linked, clicking on the Google Drive icon again will display which Drive document it is linked to. Clicking on the title will take you to the Drive link. A sync button will also be available to bring new changes made to the document to Athento, as well as a button to remove the linkage to that document. In addition, the document selector will be maintained to link another document, overwriting the current one.
Comments
0 comments
Please sign in to leave a comment.