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Organize companies and people, control project access, recover interrupted uploads, and confirm that files reached Google Drive.

Onboarding

Getting started guide

Set up the complete client handoff once, then reuse the same workflow for every project. Files travel directly to your connected Google Drive.

  1. 01Connect DriveAuthorize Google Drive and choose the root folder where Uptoad will create project destinations.
  2. 02Add a companyCreate the company record and its first client person. Companies organize access but do not sign in.
  3. 03Add peopleGive each person their own identity, company memberships, and one-use password setup link.
  4. 04Create a projectCreate the permanent upload space and assign only the people who need access.
  5. 05Test the handoffOpen the client page privately, sign in as an assigned person, and verify a small upload in Files and Drive.

Interactive onboarding guide

The guided tour prepares a demo company, client person, and project, then walks through each structure, a test upload, and the secure website embed.

Sign in to start the guide