Quality Management Documents

Guide on using Google Docs for quality management in Ketryx.

1. Introduction

Ketryx offers a Google Drive integration to sync folder content to Ketryx at either the project or organizational level. Organizational-level syncing is particularly useful for Quality Management documents that govern all projects within your Ketryx organization. To enable org-level documents, please contact Ketryx support.

2. Setting up the integration

Set up domain-wide delegation for Ketryx’s Service Account

1. Log into Ketryx.

2. Navigate to Connections in the organization settings menu.

3. Find the Google Workspace section and take note of the Client ID and Client Email. You will need both in subsequent steps.

1. Follow these instructions to set up domain-wide delegation for Ketryx’s Service Account.

   1. This is a one-time setup for each Google workspace.

   2. Use the Client ID from the previous step.

   3. Grant the non-sensitive scope https://www.googleapis.com/auth/drive.file

Prepare a Google Drive folder

1. In your Google Drive, either create a new designated Shared Drive or select an existing one.

2. Create or select a designated folder in the Shared Drive (e.g. containing your QM documents)

3. Share the folder with the Ketryx Service Account using the Client Email found on the Ketryx Connections page, and grant at least Editor access.

1. Open the folder and copy its ID from the URL, e.g., given the URL https://drive.google.com/drive/folders/1G7X8jRTKjCmyIaZE-fnIznRNHFD8DjQq, the ID is 1G7X8jRTKjCmyIaZE-fnIznRNHFD8DjQq

Configure Ketryx to read in the Google Drive folder

1. In Ketryx, create a new folder in your organization or a project, to which you want to sync documents from your Google Drive. Copy the name of that folder (e.g. GDrive)

1. Navigate to the Advanced settings of your organization or a project for which you want to enable the integration.

2. Find the External EDMS mapping setting and enable Google using the Google Workspace folder ID and Ketryx folder name copied earlier:

Syncing documents & turning them into Ketryx configuration items

1. In Ketryx, navigate to the folder you have configured to sync to Google Workspace and click on “Import new documents”.

1. To pull in changes made to a document in Google Drive, open the details view of the document in Ketryx and click “Sync”.

1. If you want to turn a document into a configuration item, please follow the steps in this guide.