TormanoConnect Google Drive and you can save any file on a record, whether that is a contact, an organization, a deal, or a donation, into a Tormano CRM folder in your Drive, so agreements, receipts, and documents sit alongside your other files.
Privacy
Tormano can only see the folder it creates and the files you save or pick yourself. It never has access to the rest of your Drive.
Connecting
Go to Settings > Integrations > Google Drive and click Connect Google Drive. Approve access in Google, and you return to Tormano. A Tormano CRM folder is created in your Drive the first time you connect.
Saving a file to Drive
Open any record, go to Files, and click Save to Drive next to a file. Tormano copies it into your Tormano CRM folder and shows an In Drive link that opens it in Google Drive.
Attaching a file from Drive
Files can travel the other way too. On a record’s Files panel, click Attach from Drive, choose a file from your Drive, and Tormano brings a copy onto the record. The button appears once Google Drive is connected.
Disconnecting
Click Disconnect on the same settings page. Files already saved to your Drive stay in your Drive; Tormano just stops having access.