Google Drive: keep your client files organised
Save records, images, voice recordings and consultations from CliniForm into specific folders in Google Drive.
What changed
- Separate folders for forms, client details, consultations, notes, voice recordings and images
- Copy each new file shortly after it is created, or once a day
- Keep the copy tied to the Google folder, even if that folder is renamed
Why it matters
Client documents stay together and are easier to find, in the folder structure you choose.
How to use it
- Open Integrations and connect Google Drive.
- Choose when files are copied, and where each kind of file should go.
- Save the setup. New records, images, voice recordings and consultations are copied into those folders.