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How do I configure my Pelotonics account to talk with my Google Documents account?

There are two levels of integration at play:

1. The "Entity Level" integration

We suggest that you set up a Google Documents account specifically for your organization. Every document created through the Pelotonics system will reside on this account. Most organizations like to keep their documents in an entity account rather than a personal one, but that is up to you. You can create a free Google Documents account now!

The Entity level integration setup can only be done by the Account Owner of Pelotonics. Here's the steps:

First - Click on the "Admin" tab from the Dashboard level.

Second - Expand the "Site Settings" header and then expand the "Google Docs Settings" header.

Third - Click on the "Authorize Pelotonics" link to authorize your Entity account or the account you wish to use as the repository of all Pelotonics-born Google Documents.

Fourth - Log into the appropriate Google Documents account and authorize Pelotonics to communicate with Google. That's it! Your documents now have a place to reside when you create them in Pelotonics.

After you log in to Google Documents, your account will be enabled and you will see the ability to create Google Documents when you upload files or when you post messages and task comments. Enjoy!

2. Person Level Google Documents access. This part is easy and needs to be done by anyone that will be using and sharing Google Documents on the Pelotonics platform. Whenever you open a Google Document through Pelotonics, this is the account that the system will use. Here's how to set it up:

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First you will need to specify your Google Documents email address in your profile view. Once you are on the Contact tab (either from a Project or from the Dashboard), do the following:

Find your profile and click on the "Edit" link. Enter the email address you use for your preferred Google Documents account in the space provided. By default, the system will use the same email address you are using with Pelotonics. If these are different, you can reflect that on this screen.

Save your profile and you are now configured to open up Google Documents from the Pelotonics system. It's that easy!

The Pelotonics system will create and store all documents created through it on one main Google Documents account. The account owner is the only person that can "own" and control this account. Imagine working with someone for many months or years on numerous documents and then ending the relationship. You would want to make sure that you or your "Entity" maintained control of those documents!

Regardless of whether it is an account specifically for your entity or the personal account of the Account Owner, the results are the same; the Account Owner will always have access to the documents created through Pelotonics.

Google Documents can be created as attachments to Messages or Task Comments. You can also create Google Documents from the File Upload dialogue.

Here are some screenshots to give you an idea of how it all works:

On a new message you can upload a Microsoft Excel, Word, or PPT file and convert it into a Google Document. We upload the file and pass it over to Google for the conversion. It all happens seamlessly. All project participants are added as collaborators and you can access it through the Message or the Files tab.

Alternatively, you can create a new Google Document right from the new message interface. Just choose whether you want a Document, Spreadsheet or Presentation, name it, and the system will create that Google Document as an attachment to that message.

You can create or upload Google Documents in much the same way from the file upload interface from the Files Tab:

Accessing Google Documents is the easiest part! Once they are in the system, they are treated like any other file. When you click on them, they will launch a new tab and open up that document with your Google Documents account; it's that simple. Enjoy a new highly collaborative experience.