Getting started
Connect your drive
Link Google Drive or OneDrive, pick a default, and what pausing or disconnecting one does.
We're still recording this video
The written guide below covers everything in the meantime.
Why your own drive
Your borrowers' files upload from their device straight into your drive. They never sit on Rakolto's servers. We keep the paperwork about the paperwork: a file's name, when it arrived, and which item it satisfied.
On Google Drive, Rakolto asks only for access to the files it creates. The rest of your drive is invisible to it.
How files are organized
- One top-level folder: “Rakolto - Client Documents”.
- One folder per loan inside it, named “<Borrower name> - <date created>”.
- Each file named “<Checklist item> - <original file name>”, so you can tell a pay stub from a W-2 at a glance.
Managing your drives
Open Settings › Drives. Your plan sets how many drives you can connect.
- Connect another Google Drive or OneDrive account.
- Choose a default, which new loans save into unless you pick another.
- Give a drive a nickname so you can tell two apart.
- Pause a drive to stop new loans and uploads going to it.
- Disconnect a drive. Its loans stay in Rakolto and existing folder links keep working.
A loan's drive is chosen when you create it and can't be changed afterwards. If a drive shows Needs reconnecting, sign in to it again from Settings › Drives; uploads to it wait until you do.