Connect Google Drive from Integrations to copy approved documents into a folder in your Drive. Google Drive sync is part of the Professional and Enterprise plans, and only an admin can connect it. For everything docEvault connects to, see Integrations.
Scope
docEvault asks Google only for permission to work with the files it creates. It can't see, open or change anything else in your Drive, including files you add yourself to the folders it made.
On Google's screen, leave the box ticked that lets docEvault "see, edit, create and delete only the specific Google Drive files you use with this app". If you untick it, docEvault can't copy anything, so it doesn't complete the connection and asks you to try again with the box ticked.
If your firm uses Google Workspace, your Workspace admin may have to allow docEvault before anyone can connect it.
Where files go
Files land under the folder set in Configure (docEvault at the top of your Drive unless you change it), then one folder per contact and one per request: docEvault / Jane Doe / 2025 Tax Return / W-2.pdf. docEvault creates any of those folders that don't exist yet.
Because docEvault can only see what it created, a docEvault folder you made by hand before connecting is invisible to it. docEvault creates its own folder of the same name alongside yours. Move your old files into the new one if you want them together.
If a file with the same name is already in that folder, the new one is saved as W-2 (1).pdf, W-2 (2).pdf and so on. Nothing already in Drive gets overwritten.
What gets copied, and when
Only approved documents. Files still under review or rejected aren't copied, so the folder reflects what you've accepted.
- Auto-sync. Turn it on in Configure and each file is copied a few seconds after you approve it.
- Push to Google Drive. Open the ⋯ menu on an approved file to copy it yourself. The item reads Push to Google Drive Again once the file is already there. Use it for files approved before you connected, or to retry one that failed.
Pushing a file that's already in Drive adds a new version of that Drive file instead of a second copy. Google Drive keeps the earlier one under Manage versions. If you renamed the file in docEvault since, or someone moved, deleted or trashed the copy in Drive, the push saves a fresh copy under the current name instead.
Checking that a file arrived
Once Google Drive is connected, each approved file on a request shows in Google Drive or Google Drive copy failed next to its size and upload time. Hover over it to see where the file went or what went wrong. The Google Drive card under Integrations shows when a file was last copied.
Each Push to Google Drive is also recorded in the request's Activity feed, with where the file went and who pushed it (or why it failed). Automatic copies aren't listed there; the file's in Google Drive mark shows those. Your client doesn't see these entries.
If some files on a request fail, whoever approved them gets a Google Drive Copy Failed notification. Open the request and use Push to Google Drive on those files to try again.
If the connection stops working
If docEvault can no longer reach your Drive, org admins get one Google Drive Needs Reconnecting notification. The Google Drive card turns red and shows a Reconnect Google Drive button. This usually happens because someone removed docEvault from their Google Account's third-party connections, or a Workspace admin withdrew access. Until you reconnect, nothing is copied. Files approved in the meantime show Google Drive copy failed and need pushing again after you reconnect.
Google ends connections that go unused for six months. docEvault keeps the connection fresh on its own, so it doesn't lapse just because your firm went a while without approving anything.
Disconnecting
Disconnect removes docEvault's access on Google's side too, not just in docEvault. Files already copied stay in your Drive. They're yours. If Google doesn't confirm the disconnect, docEvault tells you. You can then remove docEvault yourself at myaccount.google.com/connections.
How docEvault handles the Google data it receives is set out in the Privacy Policy.
On the Easy Start plan
Easy Start can't connect Google Drive. If your firm moves from Professional to Easy Start while connected, syncing pauses: nothing new is copied and Push to Google Drive disappears. You can still disconnect. Upgrade again and syncing resumes from the next approval. Push any files approved while it was paused to catch up.
Encrypted organizations
With zero-knowledge encryption on, auto-sync isn't available because the server can't decrypt your files. Push to Google Drive still works: it decrypts the file in your browser and uploads it from there. The copy in Drive is therefore readable, and it's protected by Google's security rather than docEvault's encryption.
Using more than one storage service
You can connect Google Drive alongside Dropbox or Box. Each approved file is then copied to each one, and the request page shows a status for each.
When it's worth using
Connect Google Drive if your firm keeps its client files in Drive and uses docEvault to collect them. It saves downloading and re-filing every completed request.
If you'd rather pull files down in bulk when a request finishes, Download all may suit you better.