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Drive Overview

Drive works like a smart document hub—similar to Google Drive—where you can organize files into folders, manage documents with multiple columns, and even scan & upload files directly.

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Getting Started

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Create a New Folder

  1. Click New Folder (top-right).
  2. Enter a folder name.
  3. Hit Save.
Use clear naming like Invoices - 2026 or Patient Records to stay organized.

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Managing Folders & Files

  • View all folders in a structured list
  • Sort using columns like:
    • Folder Name
    • Document Name
    • File Size
    • Date Created
    • Pages
    • Last Updated
  • Select multiple items using checkboxes
Use clear naming like Invoices - 2026 or Patient Records to stay organized.

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Multi-Select Actions

Select multiple folders/files to:
  • Organize faster
  • Assign labels
  • Perform bulk actions

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Upload or Scan Documents

You can:
  • Upload files directly
  • Scan documents using your device
  • Instantly attach them to folders
Use scanning for physical documents like receipts or forms—no need for external apps.

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Search & Filter

  • Use the search bar to quickly find documents
  • Apply filters like Type or Time

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Quick Actions Panel

Use the Add button to:
  • Upload documents
  • Scan files
  • Import from integrations

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FAQ

Click on New Folder, enter a name, and save.
Yes, you can select multiple files or drag and drop them into Drive.
Use the scan option to capture documents via your device camera and upload instantly.
Yes, click on any column header like Date or Name to sort.
Labels help categorize documents, while assignments let you delegate work.