Many teams use Google Drive's suite of products — including Google Docs, Google Sheets, and Google Forms — to share documents, whiteboards, and other key strategy and design information. If you are one of them, you want to be able to reference that information in Aha! Roadmaps directly. Our Drive integration makes it easy to keep everyone on your team in sync and ensures that Aha! Roadmaps displays the latest version of your information.
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Prerequisites
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Link accounts
Any Aha! account user can connect their Drive and Aha! accounts easily.
To get started, select the Attach files icon on the Aha! record you want to modify.
From there, you will see an option to attach a file from several platforms. Select Drive, then select Link Account.
Your Aha! account will ask you to log in to your Drive account and give permission for the integration. Once you grant permission, the accounts will be linked.
Integration features
All of the storage service integrations (like Drive) are managed on a per-user basis. This means each Aha! account user can log in to their Aha! account, go to Settings ⚙️ → Personal and enable the integration for themselves.
Once you have linked the two accounts, just select any files you want to attach, and you will see a thumbnail of the attached document immediately.
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We created this integration so that you can minimize hassle and distraction when you are thinking about your product. So if you attach multiple files in your Aha! account through any of our integrations, you will be able to open and view them without ever leaving the Aha! account attachment preview.
Note: Your Aha! account will show a preview of your attachment to every Aha! account user who can see the Aha! record — even if that person does not have permission to open the attachment in Drive. To disable document previews, navigate to Settings ⚙️ → Account → Security and single sign-on → Document previewer control. This will disable document previews for all storage services integrations.
We also created this integration with your data privacy in mind. Any file storage system (like Drive) that you connect to your Aha! account will not be able to access any of your Aha! account data.
Unlink accounts
To unlink just your personal Drive account, go to Settings ⚙️ → Personal → Storage Services. You will see a button called Unlink Account next to the Drive logo. Select that button to unlink your account.
Disable integration for all users
If you are an Aha! account administrator, you can disable the Drive integration for all users. Go to Settings ⚙️ → Account → Security and single sign-on → File storage control. Once you do, the Drive option will not appear in the Attach Files modal.
If you get stuck, please reach out to our Customer Success team. Our team is made up entirely of product experts and responds fast.