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File Uploader - Google Drive custom feature/de: Difference between revisions

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<languages/>
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{{#seo:
{{#seo:
|title=Cloud Storage custom feature - SimplyBook.me
|title=Google Drive Cloud Storage custom feature - SimplyBook.me
|description=Laden Sie Dateien direkt in Google Drive während Buchungen hoch. Organisieren Sie Dokumente mühelos. Jetzt aktivieren!
|titlemode=append
|titlemode=append
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, cloud storage, files upload, attach file, attach documents, document upload, file upload
|keywords=faq, frequently asked questions, booking software, appointment system questions, appointments online, calendar software, booking system, booking calendar, scheduling software, online appointment scheduling, online scheduling, plugins, custom features, additional functionality, cloud storage, files upload, attach file, attach documents, document upload, file upload
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<div lang="en" dir="ltr" class="mw-content-ltr">
[[File:Cloud storage icon.png|left]] <br><br>Aktivieren Sie diese individuelle Funktion, damit Ihre Kunden signierte Dokumente oder andere Informationen direkt in Ihr Google Drive-Konto hochladen können.
[[File:Cloud storage icon.png|left]] <br><br>Enable this custom feature to allow your clients to upload signed documents or other information directly to your Google drive account.
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<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Please note!'''</span>
<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">'''Bitte beachten Sie!'''</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">This functionality is not fully supported in the admin application. If you are using it and need to create bookings from there please make file fields as optional as it is not currently possible to upload files in the application. However you will be able to see files names in already made appointments.</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Diese Funktion wird in der Verwaltungsanwendung nicht vollständig unterstützt. Wenn Sie sie verwenden und Buchungen von dort aus erstellen müssen, machen Sie die Dateifelder bitte optional, da es derzeit nicht möglich ist, Dateien in der Anwendung hochzuladen. Allerdings können Sie die Dateinamen in bereits erstellten Terminen sehen.</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">The uploaded file should be less than 5Mb size and cannot be archive or executable one.</span>
*<span style="background-color:#ffe9e9; padding:5px; border-radius:5px;">Die hochgeladene Datei sollte weniger als 5Mb groß sein und darf kein Archiv oder eine ausführbare Datei sein.</span>
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<div lang="en" dir="ltr" class="mw-content-ltr">
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<br><br>
;How to use
;Wie man die Anwendung benutzt
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<div lang="en" dir="ltr" class="mw-content-ltr">
1. Aktivieren Sie diese Option auf der Seite <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Individuelle Funktionen</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Weiteres zur Buchungsseite hinzufügen.</span>
1. Enable this option on your <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Custom features</span> page -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Adding more to the Booking Website</span> category.
[[File:File upload enable path redesigned.png|1200px|center|link=https://help.simplybook.me/images/8/8c/File_upload_enable_path_redesigned.png]]
[[File:Google drive enable path.png|1200px|center]]
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2. On the right side of the page you will see it settings. Click on <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Authorize</span> to connect to your Google Drive and give the requested permissions.
2. Auf der rechten Seite der Seite sehen Sie die Einstellungen. Klicken Sie auf <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Autorisieren,</span> um eine Verbindung zu Ihrem Google Drive herzustellen und die erforderlichen Berechtigungen zu erteilen.
[[File:Google drive auth path.png|1200px|center]]
[[File:File uploader auth path redesigned.png|1200px|center|link=https://help.simplybook.me/images/2/2b/File_uploader_auth_path_redesigned.png]]
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3. After successful connection you will be able to see its status and use the link to the files folder on your Google Drive from the same Custom Features page.
3. Nach erfolgreicher Verbindung können Sie den Status der Verbindung sehen und den Link zum Dateiverzeichnis auf Ihrem Google Drive auf der gleichen Seite für benutzerdefinierte Funktionen verwenden.
[[File:Google drive authenticated.png|1200px|center]]
[[File:File upload authorized redesigned.png|1200px|center|link=https://help.simplybook.me/images/1/11/File_upload_authorized_redesigned.png]]
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4. Navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Intake_Forms_custom_feature|Intake forms]]</span> or <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Fields_Custom_Feature|Client fields]]</span> (or enable one or both features if needed) and create <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">File Uploader - Google Drive</span> form.
4. Navigieren Sie zu <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verwalten</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Special:MyLanguage/Intake_Forms_custom_feature|Zusätzliche Felder]]</span> oder <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verwalten</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Fields_Custom_Feature|Kundenfelder]]</span> (oder aktivieren Sie eine oder beide Funktionen, falls erforderlich) und erstellen Sie <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">das Formular Datei-Uploader - Google Drive.</span> Machen Sie es je nach Ihren Bedürfnissen obligatorisch oder nicht.
Make it obligatory or not depending on your needs.
[[File:File type for intake form redesigned.png|1200px|center|link=https://help.simplybook.me/images/d/d3/File_type_for_intake_form_redesigned.png]]
[[File:Google drive field type.png|1200px|center]]
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5. After you have created the desired forms the clients will be able to upload their files during the booking process <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">([[Special:MyLanguage/Intake_Forms_custom_feature|Intake forms]])</span>
5. Nachdem Sie die gewünschten Formulare erstellt haben, können die Kunden ihre Dateien während des Buchungsprozesses hochladen <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">([[Special:MyLanguage/Intake_Forms_custom_feature|Aufnahmeformulare)]]</span>
[[File:Cloud storage client side booking form.png|1200px|center]]
[[File:Cloud storage client side booking form.png|1200px|center]]
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or sign up <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">([[Special:MyLanguage/Client_Fields_Custom_Feature|Client fields]])</span>
oder sich anzumelden <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">([[Special:MyLanguage/Client_Fields_Custom_Feature|Kundenfelder]])</span>
[[File:Cloud storage client side sign up.png|1200px|center]]
[[File:Cloud storage client side sign up.png|1200px|center]]
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6. From admin side you will be able to see and download the files either <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">in the booking popup</span> on the Calendar page if it is an <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Intake_Forms_custom_feature|intake form]]</span>
6. Von der Admin-Seite aus können Sie die Dateien entweder im <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Buchungs-Popup</span> auf der Kalenderseite sehen und herunterladen, wenn es sich um <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Intake_Forms_custom_feature|ein Zusätzliches Feld]] handelt
[[File:Cloud storage booking management.png|1200px|center]]
[[File:View file in intake form in booking redesigned.png|1200px|center|link=https://help.simplybook.me/images/a/a9/View_file_in_intake_form_in_booking_redesigned.png]]
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or from <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">edit the client record</span> if you have it as a <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Fields_Custom_Feature|client field]].</span>
oder unter <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verwalten</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Kunden</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Bearbeiten des Kundendatensatzes,</span> wenn Sie es als <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/Client_Fields_Custom_Feature|Kundenfeld]] haben.
[[File:Cloud storage client management.png|1200px|center]]
[[File:Client filed file in client profile redesigned.png|1200px|center|link=https://help.simplybook.me/images/5/50/Client_filed_file_in_client_profile_redesigned.png]]
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And, for sure, you will be able to manually upload the files during the new booking or client record creation/editing from admin side if necessary.
Und natürlich können Sie die Dateien während der Erstellung/Bearbeitung einer neuen Buchung oder eines Kundendatensatzes von der Verwaltungsseite aus manuell hochladen, falls erforderlich.
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7. If you are also using <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/SOAP_with_Encryption_custom_feature| SOAP with Encryption]]</span> custom feature you can also enable attaching the file in the SOAP feature settings on your Custom Features page.
7. Wenn Sie auch die <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Special:MyLanguage/SOAP_with_Encryption_custom_feature| benutzerdefinierte Funktion SOAP mit Verschlüsselung]]</span> verwenden, können Sie das Anhängen der Datei auch in den Einstellungen der SOAP-Funktion auf Ihrer Seite für individuelle Funktionen aktivieren.
[[File:File upload for soap enable.png|1200px|border|center|link=https://help.simplybook.me/images/9/98/File_upload_for_soap_enable.png]]
[[File:Attach files to soap enable redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/0/06/Attach_files_to_soap_enable_redesigned.png]]
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As the result you will have the corresponding form in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Clients</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SOAP info</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Attach a file.</span>  
Als Ergebnis erhalten Sie das entsprechende Formular in <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Verwalten</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Kunden</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">SOAP-Info</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Datei anhängen.</span>
[[File:File upload for soap upload form.png|1200px|border|center|link=https://help.simplybook.me/images/c/cf/File_upload_for_soap_upload_form.png]]
[[File:File in soap in edit clirent form redesigned.png|1200px|border|center|link=https://help.simplybook.me/images/1/1d/File_in_soap_in_edit_clirent_form_redesigned.png]]
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