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Soap Notes + Google Drive

Attach files from Google Drive directly to client records and sessions.

Use Google Drive as Soap Notes' file storage. Attach any Drive file (PDFs, images, recordings, Docs) to a client or session record without uploading anything new. Soap Notes references the file in Drive, your storage costs stay with Google, your sharing permissions stay intact, and your files appear inside Soap Notes wherever you need them.

What this integration does

  • Attach Drive files to clients without uploading
  • Drive permissions and sharing rules respected
  • Works with Drive shortcuts and shared drives
  • Preview files inline in Soap Notes
  • No storage cost on Soap Notes, files live in Drive

How to connect Google Drive

Three steps. Around two minutes.

  1. 1

    Connect Google Drive

    Settings → Integrations → Google Drive → Connect. Approve Drive read access.

  2. 2

    Attach a Drive file to a client

    Open any client → Files → Add from Drive → pick the file or folder. Soap Notes shows it in the client record.

  3. 3

    Share with the client (optional)

    Toggle 'Visible in client portal' on any Drive file to share it via Soap Notes' portal, sharing rules in Drive still apply.

Frequently asked questions

Referenced. Files live in your Drive, Soap Notes just stores a link. That keeps your storage centralized and your permissions intact.

The link follows the file as long as it's not deleted. Drive permanent deletes show as unavailable in Soap Notes.

Yes. Any Drive file you have access to can be attached, including shared drives. Permissions are enforced by Google.

Ready to connect Google Drive?

Set up takes about 2 minutes. Free for solo coaches and therapists.