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How To Use Google Drive To Organize And Share Files

by Reese

how to use google drive to organize and

Of all the online software I use, Google Drive is the one I use the most.  Whenever I am coaching an aspiring virtual assistant on the ins and outs of the virtual assistant business I usually always mention the importance of learning how to use Google Drive.

Google Drive is an office suite of productivity applications.   What does that mean?

It means that you can collaborate and share documents such as Word documents, Excel documents and PowerPoint presentations with your clients without having to send the files as attachments in email.   No more going back and forth dictating what changes need to be made and multiple copies of a document.  Just choose who you want to share your files with and viola!

To give you an example of how I use Google Drive let’s say I have several clients.  Each client has the contract that we signed before we started working together.  In addition to our contract I have all the log in information they have shared with me for their websites, social media accounts and other software they use to run their business.  I need to keep all of this information stored, organized and easily accessible so that I can access this infomration at a moments notice no matter where I am in the world.

For each and every file I have on my Google Drive I have the ability to share that file with anyone I want so long as they have a Gmail account (note: to share with non-Gmail users click here)

In the video below I’ll give you a quick tutorial on how to use Google Drive to organize your files and share those files with your clients.

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Leave me your questions and comments below!

Rock on,
Reese

{ 8 comments… read them below or add one }

HJ Albanese February 4, 2014 at 6:20 pm

One of my clients put all his templates for us on his Google Drive. Each one has formatting including bold, bullets, tabs. paragraphs, and a font he likes. When I copy and paste this document into an Outlook email, it loses ALL the formatting which is a huge waste of time for me (and cost to him) to reformat it.

How can I get these docs in Google Drive to go into a new Outlook email and hold the formatting?

I never have this “lost format” problem with DropBox docs.

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Jan February 4, 2014 at 11:51 pm

Terrific tutorial. I am just starting to make more use of Google Drive. I have just recently learned that you can color-code the folders. Right-click on the folder and choose change color from the pop-up menu.
Thanks again Reese for being so generous with your information.

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Reese February 5, 2014 at 10:09 am

Jan, really happy you found the tutorial helpful and yes, color coding the folders is super helpful!

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Dependable Assistsnce-Janna February 8, 2014 at 5:21 am

Hi Reese,
My friend shared this with me as I’m just starting out and need lots of information to be an successful VA. I will definitely be wanting to sign up to receive your information that you share.

Janna

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Reese February 10, 2014 at 10:50 am

So glad you’re here, Janna!

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Nicole February 8, 2014 at 11:42 pm

This was very helpful. As a travel and event planner I am looking for a virtual roledex of sorts. One where I can store contact info, as well as events books and notes. Going to try and create something in Drive

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Robin Carter February 11, 2014 at 8:09 am

Reese,

I just love you! Everything you share is practical and so useful, and you share it so that it is easy to understand and implement. Thank you!

~ Rockin’ Robin

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Reese February 12, 2014 at 9:35 am

Robin! Where have you been? I miss seeing you here on the blog. Thank you for your lovely comment!

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