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