Within Teamwork, you can create a new Google document directly from the files area of a project.
To do this you must first enable the Google Drive integration on your site then enable it on the individual project, ensuring you select your root/top level folder.
Note: Only site owner or site admins will have the permissions to enable the site integration.
Once both of these have been enabled, navigate to the Files area of the relevant project and click the Google Drive option in the top right.
If you have multiple file integrations enabled, click File Integrations to access Google Drive.
In the Google Drive modal, you will see a list of files and folders contained within the top level folder you have connected.
Click the Create button in the top right of the modal to create a new Google file or folder in this folder or one of its subfolders.
An additional pop-up modal will open providing you with options for the new file.
New document file options
- Would you like to create a new file or folder:
- Create a new document
- Create a new folder
- Type of document to create:
- Name of the new file
Once you have created the file it will appear in the folder view. Select the checkbox to the left of the file and click the Link-in Selected Files button in the bottom right to link the file to your project.
An additional modal will open allowing you to set a category and privacy as well as manage the Google Drive access rights for the document.
Click Link Files in the file options modal to add the file to the project's Files area. You can then use the preview option which will allow you to edit the file directly within Teamwork, or choose to view on Google Drive.
For more information, see: Uploading Files in the Files Area