Documents app — Google Drive and Dropbox integration

Quick answer

The Documents app connects Uku to your cloud storage so that every file uploaded through tasks, emails, or the Client Portal is automatically saved to an organized folder structure. Requires the Elite plan. Supported providers: Google Drive and Dropbox.

Who can do this

Company Admins and Company Owners with access to Settings & Apps. Requires the Elite plan.

What the Documents app does

The Documents app bridges Uku and your existing document management system. Files are automatically synchronized to your cloud storage provider, giving your team direct access to client files in the tools they already use — without downloading anything from Uku first.

• Automatic file sync — files uploaded or created in Uku are saved to the connected cloud storage.
• Organized folder structure — Uku creates per-client folders and optional subfolders (by year/month, public/private, notes/templates).
• Direct file access — when you open a file in Uku, it opens directly in your cloud storage. No downloads needed.
• Optional backup — keep a copy of all files in built-in storage as a safety net.

How to enable the Documents app

1. Go to Settings & Apps.
2. Find the Documents app and open it.
3. On the Overview tab, activate the app.
4. Switch to the Settings tab to configure it.

Connecting a cloud storage service

On the Settings tab, you will see supported services listed with a Connect button:

• Google Drive — click Connect, authorize Uku via Google OAuth.
• Dropbox — click Connect, authorize Uku via Dropbox OAuth.

You can only connect one service at a time. To switch, click Disconnect on the current service first, then connect the new one.

Selecting the main folder

After connecting a service, choose a Main folder — the root folder in your cloud storage where Uku will create client folders.

1. Click the folder picker button on the Settings tab.
2. Browse or search your cloud storage folders.
3. Select the folder and confirm.

Until a main folder is selected, you will see a warning: “Main folder selection is required.” The app settings cannot be saved without it. Under this main folder, Uku automatically creates a subfolder for each client using the client’s name.

Configuring folder structure and file options

• Public and Private subfolders — creates a Public folder for client-facing files and a Private folder for internal files under each client folder.
• Year / Month subfolders — adds date-based subfolders (e.g., 2026 > 04) for automatic sorting by period.
• Notes and Templates subfolders — creates Notes and Templates folders under each client.
• Add task files added by Members — syncs files that your team members upload to tasks.
• Add task files added by Clients — syncs files that clients upload through emails or the Client Portal.
• Backup files to Uku file storage — keeps a copy of all files in Uku’s built-in storage as a backup.

A live preview on the right side of the settings page shows exactly what the resulting folder structure will look like as you toggle options.

Per-client folder customization

The default folder structure applies to all clients, but you can override it for individual clients. Under each client’s settings, a Documents section lets you choose between the globally defined main folder or a Custom folder specific to that client.

How documents appear in client views

Once the Documents app is active, a Documents panel appears in the sidebar of client views. Clicking the folder icon opens the client’s document folder directly in your connected cloud storage provider.