Posted in Approval Process, Google Apps for Business, Google for Work, Workflows

Using frevvo + Google Drive for Document/File Management

It goes without saying that there are big advantages to having your files in the Cloud. They’re automatically backed up, secure, can be accessed from anywhere etc. You can use Google Drive as a simplified document/file management system with folders/sub-folders, sharing and permissions.
frevvo + Google AppsIf your organization uses Google Apps, you can combine frevvo + Google Drive in interesting ways to create some cool solutions. For example, you can create an electronic approval workflow for a Purchase Order, and send it to your customer for signature (electronic, of course). Once signed, the customer gets a receipt (PDF) by email. But, the PDF can also be saved to Google Drive in the proper folder/sub-folder e.g. Purchase Orders/Acme Inc 2015_04_09 or Purchase Orders/Order 1234 or whatever makes sense for you. Check out this 90 sec video to see how it works. As POs flow through frevvo and are approved by customers, they’ll automatically be filed away in the correct place.

What about finding POs? As you might expect, Google Drive has great Search. When a file of a common type is uploaded to Google Drive, it is automatically indexed so users can easily search for it in their Drive files. Google Drive also goes much further. For example, it’s capable of recognizing objects and landmarks in images uploaded to Drive. Searching for a PO is just like doing a regular Google search. Just type in some text (a name, an address, an amount, anything …) and Drive will find files containing that text.

Now, obviously, Drive isn’t a full-fledged document management system and there are pitfalls to using folder structures for document management. But, the price is hard to beat and there are many situations where it’s genuinely useful. Especially, when combined with an automated approval workflow from frevvo 🙂 Check out our Google Apps Solutions and contact us for more information.

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