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Documents
Soap Notes + Google Docs
Pull session notes and content from Google Docs into Soap Notes.
If your existing workflow lives in Google Docs, you don't need to abandon it. The Google Docs integration links any Doc to a client or session in Soap Notes. Edits in Docs flow back into Soap Notes. Share selected Docs with clients via the client portal. Useful for transcripts, action plans, or coaching frameworks you maintain in Docs.
What this integration does
- Link any Google Doc to a client or session record
- Edits in Docs sync back to Soap Notes automatically
- Share selected Docs with clients via the portal
- Search Doc content alongside Soap Notes content
- Convert Doc content into a SOAP note with one click
How to connect Google Docs
Three steps. Around two minutes.
- 1
Connect Google Drive
Settings → Integrations → Google Docs → Connect. Approve Drive read access (Docs are stored in Drive).
- 2
Link a Doc to a client
Open any client → Documents → Link Google Doc → paste the Doc URL or pick from a list.
- 3
Edit anywhere
Make changes in Google Docs or in Soap Notes — both stay in sync. The latest version is always available in both places.
Frequently asked questions
Only Docs you explicitly link to a client. We don't browse your Drive — only the Docs you choose are accessible.
The link in Soap Notes shows an unavailable state. Restore the Doc from Drive trash and the link reactivates.
Yes. Open any client → Documents → Create new Doc. The Doc is created in your Google Drive and pre-linked to the client.