Google Docs

📄 Google Docs – Features & Actions

✅ What You Can Do:

• 🔄 Sync Google Docs Click the Sync button whenever new Docs are created or shared in your real Google Drive. This will refresh the list and import the latest documents.

• 👁️ View & Edit in Real Time

  • Click the eye icon to open the document in an embedded iframe.

  • Real-time editing is supported if you have edit access.

  • Changes are saved directly to Google Docs without needing to leave the CRM.

• ⚠️ Access-Aware Icons

  • If the file has public access, then the eye icon is shown with a purple outline otherwise, the icon is shown with a white outline.

  • Only files with viewer or editor access can be opened.

• 🗑️ Delete from Google Drive

  • The trash icon permanently deletes the document from your Google account and removes it from the CRM.

  • Confirm before proceeding, as this is irreversible.