Enable automatic document storage for new purchase orders, ensuring every invoice, order confirmation, and receipt is securely saved and organized. This hands-free approach keeps all order-related documents in dedicated folders, accessible to vendors and team members without manual effort.

Generate invoices, reports, or other documents in Knack, and automatically save them as PDFs to designated Google Drive folders. This is particularly useful for managing financial records, project documentation, or client deliverables.

Automatically backup important files and attachments from Knack to Google Drive as part of a compliance or data retention strategy. This helps maintain data integrity and ensure compliance with organizational or legal requirements

Link Google Drive folders to project records in Knack, allowing team members to access and edit project files directly in Google Docs or Sheets. This setup supports collaborative work on proposals, project plans, and other shared documents.

Store all client-related documents in Google Drive and link them to corresponding client records in Knack. This provides quick access to contracts, notes, and media files, streamlining client management.