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Connecting Google Drive

Step-by-step guide to connecting your Google Drive to DreamSolve.

Prerequisites​

  • A Google account
  • Files you want to access in Google Drive

Connection Steps​

Step 1: Open Settings​

  1. Click Settings in the DreamSolve menu bar
  2. Navigate to the Integrations or External Credentials section

Step 2: Initiate Connection​

  1. Find the Google Drive section
  2. Click Connect Google Drive
  3. A Google sign-in window opens

Step 3: Sign In and Authorize​

  1. Select your Google account (or sign in)
  2. Review the permissions requested:
    • See and download your Google Drive files
    • See basic profile information
  3. Click Allow

Step 4: Verify Connection​

  1. Return to DreamSolve
  2. The connection should show as active
  3. Test by opening File Management on any node

Using Google Drive Files​

Browsing Files​

  1. Open a node's File Management dialog
  2. Go to the Google Drive tab
  3. Use search to find files
  4. Browse results and preview details

Attaching Files​

  1. Find the file you want
  2. Click Add next to the file
  3. The file appears in your node's Files list
  4. Access it anytime from the Files tab

Supported File Types​

Google Drive integration works with:

  • Documents (Google Docs, Word, PDF)
  • Spreadsheets (Google Sheets, Excel)
  • Presentations (Google Slides, PowerPoint)
  • Images and media files
  • Any file stored in Drive

How Files Are Accessed​

When you attach a Google Drive file:

  • DreamSolve stores a reference (not a copy)
  • Files are accessed in real-time
  • Changes in Drive are reflected immediately
  • Your Drive storage isn't affected

Multiple Accounts​

You can connect multiple Google accounts:

  1. Each account appears in the dropdown
  2. Select which account to browse
  3. Files from any connected account can be attached

Security Notes​

  • DreamSolve uses OAuth 2.0 for secure access
  • Your Google password is never shared
  • Only you can see your Drive files
  • Revoke access anytime from Google settings

Troubleshooting​

Can't Find Files​

  • Ensure the file is in your Drive (not just shared with you)
  • Try different search terms
  • Check you're searching the right account
  • Verify file isn't in Trash

Connection Expired​

Google tokens expire periodically:

  1. Go to Settings
  2. Find your Google Drive connection
  3. Click Refresh or reconnect

Permission Denied​

If you see permission errors:

  1. The file owner may have restricted sharing
  2. Ask for edit or view access
  3. Try re-authorizing DreamSolve

Disconnecting​

To remove Google Drive access:

From DreamSolve:

  1. Go to Settings
  2. Find the Google account
  3. Click Disconnect

From Google:

  1. Go to Google Account Security
  2. Third-party apps with account access
  3. Find DreamSolve and remove access

Tips​

  • Keep important project files in a dedicated folder
  • Use consistent naming for easy searching
  • Share Drive folders with team members for collaboration
  • Regularly review and clean up attached files