Shared Folders for a Property

Many clients keep a property’s emails and documents in a shared cloud folder — Google Drive, OneDrive or Dropbox. You can save that folder’s link on the property so anyone who opens the property can jump straight to it, instead of hunting for it in email or a bookmark.

Any link that starts with https:// works, as long as it points at the folder, not a single file inside it.

Get the link from Google Drive

1. Open Google Drive and find the folder you want to share.
2. Right-click the folder and choose Share.
3. Under General access, choose Anyone with the link.
4. Set the permission next to it to Viewer, not Editor or Commenter. This lets people look at the files but not change or delete them.
5. Click Copy link.
6. Click Done.

The link should look like https://drive.google.com/drive/folders/.... If your copied link contains /file/d/ instead of /folders/, you copied a single file’s link by mistake — go back and share the folder itself.

Full instructions with screenshots: Share files from Google Drive.

Get the link from OneDrive

1. Open OneDrive and find the folder you want to share.
2. Select the folder, then select Share.
3. Select Copy Link (or the pencil/settings icon next to it first, if you want to check the permission).
4. Make sure the permission is set to Can view, not Can edit.
5. Copy the link.

Full instructions: Share OneDrive files and folders.

Add the link to the property (desktop)

1. Go to Properties and open the property.
2. Click the Attachments tab.
3. Find the Shared Folder URL field above the Add Folder and Add File buttons.
4. Paste the link you copied into the field.
5. Click or tab away from the field. It saves on its own — there is no separate save button.

Only Admin and Manager users can add or change this link. Everyone else can still use it once it’s saved.

Open the folder (desktop)

1. Open the property and click the Attachments tab.
2. Click Open Shared Folder.

The folder opens in a new browser tab. The button stays greyed out until a valid link has been saved on the property — see the FAQ below if it won’t light up.

Open the folder (mobile)

1. Open the property in the mobile app.
2. Open the Attachments drawer.
3. Tap Open Shared Folder at the top.

If your phone has the Google Drive or OneDrive app installed and you are signed in, the folder opens there. Otherwise it opens in your phone’s browser.

Let your customers open the folder

Your customers can open the same folder from the Customer App.

1. Go to Settings and select the Integrations tab.
2. On the Customer App row click Manage Customer App.
3. Turn on Allow the customer to view shared folder contents.

The customer then sees Open Shared Folder on the Your Information screen of the Customer App. It only shows for a property that has a Shared Folder URL. Share the folder as Viewer (or Can view) so customers cannot change or delete files.

Frequently asked questions

Why does the Open Shared Folder button stay grey?

No valid link has been saved on the property yet. Add one on the Attachments tab as described above — the button becomes active as soon as a link is saved.

I click Open and only see one file instead of the whole folder

The saved link points at a single file, not the folder. This usually happens with a Google Drive link that contains /file/d/. Go back to Google Drive or OneDrive, share the folder itself, copy that link, and paste it over the old one in the Shared Folder URL field.

The phone asks me to sign in when I tap Open Shared Folder

This happens when the folder was not shared as “Anyone with the link.” Share the folder again using the steps above and make sure Anyone with the link (Google) or a link-based share (OneDrive) is selected, then save the new link on the property.

Can technicians change or delete files in the shared folder?

Not if you share it the recommended way. Set the permission to Viewer in Google Drive or Can view in OneDrive, and anyone opening the link can only look at the files, not edit or delete them.

Can I use Dropbox instead of Google Drive or OneDrive?

Yes. Any link that starts with https:// and points at a folder works, including Dropbox share links.

How do I remove the link from a property?

Open the Attachments tab, clear the Shared Folder URL field, and click or tab away to save the empty field. The Open Shared Folder button greys out again.