Drive

What it is for

Drive is where documents and files live: the ones you write in Torchrunner, the ones you upload, and the ones in a Google Drive, OneDrive or SharePoint you connect.

How to

Write a document

Click New, then New Document. Choose From Template to start from one of your templates instead.

Upload a file

Click Upload, or drag files onto the page. New folder keeps them together.

Open Google Drive or OneDrive

Switch between Drive > Drive > Google Drive and Drive > Drive > OneDrive at the top of the page. Google Drive shows once Google Workspace is connected.

Open SharePoint

SharePoint comes with the Microsoft 365 connection. Your SharePoint sites show at the top of Drive > Drive > OneDrive and open into their libraries and files. If you see "SharePoint isn't connected for this account", click Reconnect and approve the Microsoft screen.

Let Archie read SharePoint

On a SharePoint library, or a folder inside one, click Use in Archie. Archie can then search and read those Word, Excel, PDF and PowerPoint files and link you to each one.

Find something

Use the type filter to show Documents, Files or Agreements only, or search by name.

Agreements and e-signature

Open a document in Drive and click Send for Signature. Each signature line in the document is where a signer signs, in order: the first line is Signer 1, the second is Signer 2. Anyone without a line gets one added at the end.

Before it goes out, the last step tells you about merge fields with no value and signers with no line. Open suggestions have to be accepted or rejected first. Click Preview to see the PDF your signers will get. You can also choose to sign in order, ask signers for an emailed code, and set when the request expires.

Good to know

• Your templates live in Drive > Document Templates.
• Notes are not here: they are in Knowledge Base.
• Old links to /desk and /library open Drive.

Screens

Read from the app map, so this list is always the app as it ships.