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Learn how to attach files and folders for your customers with the Google Drive Connector app.

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With the app in place, you can now start attaching files and folders.

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Instructions:

  1. Click the "Attach for customer" button.

  2. Browse your connected folders in the Google Drive Connector dialog. If you haven't connected any, you can do that so now. You can also connect more folders from the context menu as you would in the file manager.

  3. Click the checkbox to select the files and folders you want to attach. They will appear in the live preview pane on the right side.

    Image RemovedGD_JC-attach-customer 04.pngImage Added
  4. You can now click the "Customer Permissions" tab or the "Attach" button if you don't need to grant any permissions.

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Selecting the files and folders to attach

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Instructions:

  1. In the file manager, navigate your connected folders until you can see the file or folder you want to attach to an issue. 

  2. Open the context menu of the file or folder to attach.

  3. Click the "Attach for Customer" option.

  4. Select the issue where you want to attach the file or folder. You can use the search field to look for a particular issue or even use the JQL search.

    Image RemovedGD_JC-attach-customer 09.pngImage Added
  5. You can now click the "Customer Permissions" tab or click the "Attach" button if you don't need to grant any permissions.

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You need to add the app to the issue page to view the attached files and folders from the file manager.

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Removing attached files and folders for customers

You can remove specific files and folders attached to an issue at any moment.

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Instructions:

  1. Click the "Manage" button.

  2. Click the "Unlink" button on the files and folders you want to remove.

    Image RemovedGD_JC-attach-customer 12.pngImage Added
  3. Click the "Done" button.

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