New Account - SELF GUIDED SET UP
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      1. Knowledge Base : CounselMore Support
      2. ACCOUNT SET UP
      3. New Account - SELF GUIDED SET UP

      Self Guided : 4) Google Drive Prep & Connect

      This article is self guided account set up: Follow Articles 1-7 to guide your account setup. At the end of each, meet with an advisor.

       

      🛠️   Setup & Configure your CounselMore Portal


      ⚙️ 1. The videos below will walk you through step-by-step.
      ⚙️ 2. Watch the video, pause the video to make changes in your account.
      ⚙️  3. Keep a list of questions.
      ⚙️  4. Reserve your 30 minute complimentary reserve session

      GOOGLE DRIVE PREFERENCES MUST BE SELECTED PRIOR TO CONNECTING to CounselMore account. Please review which folders to create prior to attempting connections.

      ALL ACCOUNT TYPES 
      GOOGLE DRIVE INSTRUCTIONS ARE LISTED BELOW.

      PREREQUISITES OF THIS TRAINING:

      Have a Google drive account, with username and password. The drive you identify should be for the purpose of your program only. A clean Google drive is best.

      If you have never used Google drive before, you should not attend this meeting. For Google drive training and all of your tech needs - click here. As a member of CounselMore you receive exclusive pricing on all Short Story Marketing & Technical Services. Your friends at SSM, will patiently train you on all aspects of Google drive, set up your web site, design your newsletter and handle all your technical woes. They can set up your Google drive connections too!

      After watching the videos and attempting the connections on your own, make a list of questions and meet your advisor here.

      Recorded Training


      Speed up the playback? Click the gear icon, on the video.

       

      CounselMore Folder Structure

      1. At the root level of your drive, click "My Drive"

      2. Create a New Folder titled: CounselMore

      3. Double click into that CounselMore folder

      4. Create another New Folder, inside that CounselMore folder, titled: Student Records

      5. In the same CounselMore folder, create another New Folder titled: Master Folders

      The result will look like this:

        

      The folders you have just created are permanent additions to your Google drive, for the purposes of using and connecting your CounselMore account.

       

      Connecting Your G Drive To CounselMore & Linking the Student Records folder

      1. Go to Settings by clicking your name at the top right hand corner.

      2. Click on Google Drive in the menu on the far left side of your screen.

      3. Authorize the connection

        1. If asked for the username and password, enter the credentials for your Google Account. Not the username and password for your CounselMore account.

      4. Go through the Google Sign in process.

      5. Under section, "Folders Configuration", click button labeled "Add Client Storage Folder"

      6. A new window will open (this is your Google drive directory)

      7. Double Click the CounselMore folder 

      8. Single Click Student Records

      9. Click the blue button at the bottom labeled "Select"

      10. You should now see your Student Records folder labeled in the CounselMore app

      Recorded Video

      Now that you've Prepped & Connected your Drive, every new student added to CounselMore will be automatically provisioned a student folder in Google Drive, if they don't already have one

       

      The two scenarios below cover the following:

      • You already have a Student Record in CounselMore but you created it before connecting your Drive. Meaning the folder didn't autogenerate & link. Before doing this, make sure you only have one folder with the student's name in your entire Drive. The CM will match the folder by name.
      • You already have a student folder in your Drive but you haven't added that student to CM yet. When adding the student, make sure to match the name, to whatever the name is on the file.

      Linking existing Student Records to student folders in G Drive

      1. Head to any Student Record that has a corresponding student folder in G Drive

      2. Click on the Files Tab

        1. You should see a blue banner on the top right with a success message

      Linking a newly added Student to an Existing G Drive folder 

      1. Add student

      2. Match student name to student folder name on Google Drive

       

      Importing Files From Google

      1. Head to any student record > Files Tab

      2. Click on the Orange Halo > Import from Google

      3. Select the document(s) you want to import

       

      Creating a Master Folder

      1. Creating a Master Folder

        1. Gather all the documents you want to organize into your Master folder

        2. Right click document > move to > CounselMore> create master folder > move here

          1. Move the rest of your files

       

      👍   Now that you've complete the Self Study, make a list of your questions and reserve a seat at a live training checkup. You will find a complete schedule here.

      Return to the previous section in your Training Program
      1) Account Settings & Customization

      2) College Lists & App Tracker

      3) Student & Parent Portals

      👉  Continue your learning journey: Proceed with the next Training Programs below.

      5) Routine Assignments

      6) Scheduling & Calendar Connections

      7) Accounting Profiles & Time Tracking