document management Integration
Jump +Google Drive
Jump connects to Google Drive so meeting note PDFs are automatically saved to the folder you choose. Keep client documentation organized, accessible, and securely stored without downloading or uploading files manually.
Key Benefits
Automatically store meeting notes
Jump saves meeting note PDFs directly to Google Drive so documentation is always captured and stored.
Keep client records organized
Send notes to the folder structure you already use, making it easy to locate documents later.
Reduce manual file handling
Eliminate the need to download notes and upload them into storage systems manually.
Make notes easy to share
Store meeting notes in Google Drive so teams can quickly share documentation when needed.
Feature Details
Automatic PDF delivery to Google Drive
Meeting note PDFs generated in Jump are automatically pushed to your selected Google Drive folder.
Custom folder selection
Choose where notes are stored to match your firm’s existing organization structure.
Secure cloud storage
Keep meeting documentation securely stored within your Google Drive environment.
Simple one-way sync
Jump sends finalized meeting note PDFs directly to Google Drive for reliable storage.
How it Works
Connect Google Drive to Jump
Securely link your Google Drive account.
Choose a destination folder
Select the folder where meeting notes should be saved.
Notes are saved automatically
Jump sends meeting note PDFs to Google Drive after meetings.
Resources
Onboarding Webinar
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Customer Support
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