Google Docs integration in Insightly

Today we're introducing Google Docs integration with Insightly. You can now browse and search all your Google Docs, and attach Google Docs to Contacts, Organizations, Projects and Opportunities in Insightly.

We added a new sub-tab called 'Docs' under Contacts, Organizations, Projects and Opportunities and this is where you can add links to your Google Docs (highlighted in red below).

Click the 'Add Google Doc' link (highlighted in red above) to open the panel where you can browse or search your documents. To add a document to the item, just click the check-box next to the name of the item and click the 'Add Docs to Contact' button under the check-boxes (below in red). You can of course search your documents from within the search box at the top of the panel. Insightly will show an indication of starred documents with a yellow star to the right of the check-box, and any documents in the list that are already linked to the current item will have a tick next to their name instead of a check-box. We show a different icon for documents, spreadsheets, presentations, pdf's 's and drawings so you can distinguish them easily, and on the right hand side we also show the date the document was last updated.

Remember that if you're going to link documents that others will want to access,  set the appropriate permissions for those documents within Google Docs itself to achieve this. 

Newly linked documents will show up in the history for the parent contact, organization, project or opportunity, and in the dashboard history list for those whose parent item you have permissions to view.

So that's Google Docs integration in Insightly - simple yet sophisticated. We hope you like it.