Documents
Google Drive
Link a client’s Documents page to a Google Drive folder. Files, renames, moves, and deletes sync both ways.
Your team already saves statements to a client’s folder in Drive. Link that folder to a client in Kerdora, and both places stay in step without anyone uploading a file twice.
What you get
Sync in both directions. Add, rename, move, or delete a file in either place, and the other catches up, usually within a few minutes. For an update right away, select Sync now.
Files Kerdora can read. Kerdora reads each file that arrives from Drive, and reads it again when someone edits it there, same as an upload.
Shared drives work. Link a folder in My Drive, Shared with me, or a shared drive. A shared drive works best, because your firm owns its files and another advisor can relink a folder if your access ends.
Deletes you can undo. A file you delete in Kerdora goes to your Drive trash, where you can restore it for 30 days.
Good to know
Google Docs, Sheets, and Slides come into Kerdora as PDFs (Sheets as Excel files). Edit them in Drive.
Word documents stay in Drive and don’t copy into Kerdora.
If a file changes in both places before a sync, Drive’s version wins.
What moves where
Into Kerdora
New files
Folders
Renames
Moves
Deletes
Back to Google Drive
New files
Folders
Renames
Moves
Deletes
Set it up
Go to Settings → Integrations and connect Google Drive. Google asks for access to your Drive files, and Kerdora only opens folders you link.
Open a client’s Documents page and select Link Google Drive.
Pick a folder and select Link. Kerdora copies files both ways and shows how many moved in each direction.
Unlinking a folder stops syncing and doesn’t delete anything on either side.