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Sekential

Drive

For every file, you know what the customer sees.

Each customer, journey, Playbook and step has its own Drive, in two spaces: Internal for your team, External for the customer's portal.

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ExampleInternalTeamExternalCustomer

A file lives where it is used.

The Company Drive keeps what serves all your customers, such as your brand assets. The same document can live in several places: removing it from one place keeps the document and its other places.

  • Customer and journey

    A customer's files, and those of each of their journeys.

  • Playbook and step

    A Playbook's documents, and those of each of its steps.

  • Templates and custom objects

    A Drive for each template and each record.

  • Company

    What serves all your customers.

CustomerJourneyFile

Your notes live next to your files.

In "Add to Drive", you upload a file, add one from a link, write a note or pick a file from the library. A Google Drive file links to it and stays in Google Drive. Each file opens in a preview or in a new tab.

  • File

    A document or an image, uploaded from your computer.

  • Link

    A file added from its address.

  • Note

    Written in the Drive, edited in place.

  • Library

    A file already in the Drive, reused here.

Add to DriveFileLinkNoteLibrary

The Drive follows the same rule.

Like each thread, each Drive says who reads it. Internal stays within your team. External is shared with the customer, who finds it in their portal. You set permissions file by file.

ExampleInternalTeamExternalCustomer

What the Drive does

  • Internal and External

    One space for your team, one space shared with the customer.

  • A Drive at every level

    On each customer, journey, Playbook and step, plus the Company Drive.

  • Files, folders and notes

    You upload files, create folders and write notes.

  • Google Drive

    A Google Drive file links to the Drive and stays in Google Drive.

  • Permissions

    Each file and each folder has its own access permissions, by person or by group.

  • In the portal

    The customer finds the documents shared with them in their active journeys.

  • One file, several places

    A document can live in several places. Removing it from one place keeps the document and its other places.

  • Preview

    A file opens in a preview, or in a new tab.

  • Drag to file

    A dragged file changes folder, and the move can be undone.

  • Search

    A search field finds your files in the Drive.

FileReadWrite

Related features

Threads

Your team threads and your customer threads, together in the Inbox.

Customer Portal

What your customer reads and what they write to you, in their portal.

Permissions

Who reads and who edits, file by file.

Frequently asked questions

What your customer sees
The External Drive of their active journeys, in their portal, where they open or download each document. The Internal Drive stays within your team.
Your Google Drive files
They stay in Google Drive. Sekential keeps the link, in the right place in the Drive.
Who can access a file
Each file and each folder has its own permissions, by person or by group.
The Company Drive
Files common to all your customers, such as your brand assets.
A document in several places
It lives where it is used, without a copy. Removing it from one place keeps the document and its other places.
FileReadWrite

Find every file with its customer.

Join for free

7-day free trial.

CustomerJourneyFile