How do I upload documents from Drive to the CRM?

Follow these steps to upload documents to Google Drive from the CRM:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Essentials.
4. Select Documents.
5. Click +Add.
6. Click Upload. 
7. Select Google Drive as your document storage in the Upload Document window.
8. Sign in to your Drive using your Google credentials.
9. Assign a user to the document.
10. Select the folder where you want to store your document.
11. You can either upload the document by a drag-and-drop action or select the document from your local system.
12. Click Upload.

The document will be uploaded to Google Drive.
You can view the documents uploaded to Google Drive from the CRM, click the Google Drive option on the side panel.
To know more about Google Drive, click here.