Drive
Find your way around Drive
Pick your company, financial year and branch, and learn the difference between My Documents and Company Documents.
Before you start
Who this is for
Anyone opening Drive for the first time.
Before you start
- Nothing else — for company documents, access to that company.
Steps
-
Step 1: Open Drive
Open Drive from the app launcher. The Dashboard shows recent documents, storage used and what is shared with you.
-
Step 2: Choose where you are working
At the top, pick the company, the Financial year and the Branch. Choose Save FY/branch as default so Drive opens there next time.
-
Step 3: Know your two spaces
My Documents is your own personal space. Company Documents is shared with the people who work in that company.
-
Step 4: Use the quick lists
Shared With Me, Recent and Favorites take you straight to what you need. Approvals lists documents waiting for review.
What happens next
You know where every document goes, and Drive opens on the right company and year.
Questions
Do I need to choose a company to use Drive?
Not for My Documents. Company Documents need a company, financial year and branch so documents are filed in the right place.
Ready? Try it now.
Open Drive in a new tab and follow along.