Google Drive - Documents & Email

Last updated: 31 March 2026

Google Drive - Documents & Email

Google Drive integration lets you save patient documents to Google Drive, create documents from Google Docs templates, and send letters via Gmail.

How to Connect

  1. Navigate to Apps > Google Drive
  2. Click Connect to Google Drive
  3. A new tab opens with the Google OAuth consent screen
  4. Sign in to your Google account and grant the requested permissions (Drive access for document creation and saving)
  5. You are redirected back to Jump with the connection confirmed

Multi-User Support

Each team member connects their own Google account independently. The Connected Users card on the Overview tab shows how many team members are connected.

If a team member's token expires, a reconnection alert appears. Click Refresh to extend the token, or Disconnect and reconnect if needed.

Tabs

Tab Description
Overview Connection status, scope validator, and connected users count
Templates Manage Google Docs templates for document generation
Branding Configure document styling and branding

Scope Validator

The Overview tab includes a scope validator that shows which Google permissions have been granted. All required permissions must be approved for the integration to work correctly.

Disconnecting

Click Disconnect on the Overview tab. A confirmation dialog explains that existing documents in Google Drive will remain - only the connection to Jump is removed.

Tip: Connect Google Drive before setting up document templates. Templates stored in Google Drive can use merge fields to auto-populate patient details.