CORE Back Office can integrate with Google Drive to allow you to sync your Agent and transaction documents.

1. Go to 'Settings'

2. Select 'Integrations'

3. Find 'Google Drive' and click the blue button on the right-hand side.

4. Select the Google account you'd like to connect

5. Accept permissions

6. Click 'Next'

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7. Choose the root folder you would like to sync to from the dropdown

8. Select 'Start Sync'

Once you've set up your Google Drive integration you can go into a document folder of an Agent's profile or within a transaction and you'll see checkboxes next to each document. Check the boxes of the documents you want to sync and click the Google Drive Sync button.

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Your Agent documents will sync into a folder with the agent's name and your
transactions will sync into a folder with the transaction address and the
close date. A new folder will automatically be created for you.
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Please Note: If you sync additional documents in the future it will sync into the same
folder that has already been created.
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Have more questions or need assistance? Please reach out to Customer Support via the blue chat bubble to the right or by emailing cbosupport@insiderealestate.com!

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