Using Cloud Storage Integrations in Practice Better

This article explains how practitioners can integrate and use Google Drive and Dropbox with Practice Better to easily share and sync files shared with clients.

The integrations allow for a one-way sync to import files from your cloud storage into Practice Better. You can’t upload files to Google Drive and Dropbox through Practice Better, and files imported from your cloud storage don’t count toward your Practice Better storage limit.

• Setting up the file sharing integration
• Using Google Drive or Dropbox with Practice Better
• Limitations
• Best Practices

Setting up the file sharing integration

1. Go to your Settings > 3rd Party Integrations.
   
    
2. Find either the Dropbox or Google Drive integration and click Link.
   
    
3. Log in to your cloud storage account and complete the prompts to enable the integration.

Using Google Drive or Dropbox with Practice Better

You can use your cloud storage integrations to share files with clients through your Practice Better portal.

1. Go to My Practice > My Documents.
    
2. In the bottom-left corner, click Dropbox or Google Drive to view your cloud storage root folder.
   
    
3. Browse your folder hierarchy, which mirrors your native Dropbox or Google Drive organization.
   
    
4. When you have located a file you want to import, hover your mouse over the file and click the cloud icon to Import into My Documents.
   
    
5. On the subsequent page, select the destination folder in Practice Better and optionally choose clients to share the file with. Your clients never have access to your Dropbox or Google Drive folders.
   
6. Click Import.
    
7. Confirm the import by clicking Continue and then Got it.
   
   
8. Return to My Documents to find the imported file.
    
9. Click once on the file name to access additional options:
   • View: Preview PDFs or images within Practice Better.
   • Download: Save the file locally.
   • Edit: Change the file name or add a description
   • Manage Sharing Settings: Control sharing and client access.
   • Resync: Sync changes to contents from Google Docs and other editable file types.
   • Move: Change the folder location within Practice Better.
   • Delete: Remove the file from Practice Better (original remains in cloud storage).

Limitations

• Admin users cannot use these integrations on behalf of practitioners.
• Each practitioner in a Team plan should set up their own integration.
• File size limits depend on your Google Drive or Dropbox plan.
• Editing file names in Practice Better does not sync back to the original cloud file.

Best Practices

• Organize your cloud storage with clear folder structures for easy navigation.
• Use descriptive file names to improve searchability.
• Regularly review shared files to ensure correct client access.
• Use the Resync feature after updating original documents to keep shared files current.