File Storage & Collaboration (Google Drive / SharePoint)
The shared drive is our central hub for all project files, templates, reports, and creative assets. Logging in ensures you can access, edit, and share documents with the team securely.
Step-by-Step Guide
Step 1: Access the Shared Drive
- Open your preferred web browser.
- Go to the shared drive URL
- Click “Sign In”.
Step 2: Enter Your Credentials
- Use your Forge Marketing email and password.
- If this is your first login, you may be prompted to set up two-factor authentication (2FA).
- Contact IT Support (Daniel Fox / Emma Ward) if you cannot log in.
Step 3: Navigate the Folder Structure
- Leadership Team: Strategic plans, company updates.
- Account Management: Client briefs, project timelines, reports.
- Creative Department: Assets, templates, drafts.
- Strategy & Insights: Market research, analytics reports.
- Digital Marketing: Campaign files, social media assets, SEO/PPC documents.
- Production & Project Management: Timelines, project trackers, resource allocation.
- Support & Operations: HR forms, finance templates, IT guides.
Step 4: Uploading and Editing Files
- Click “Upload” to add new files.
- Use folders to organize documents by project or department.
- Ensure you do not overwrite files without checking version history.
Step 5: Sharing Files
- Right-click a file/folder → Share → Enter team members’ emails.
- Set permissions: Viewer, Commenter, Editor depending on the level of access.
Step 6: Best Practices
- Keep file names clear and consistent (e.g., ClientNameProjectTask_Date).
- Avoid storing sensitive data outside designated folders.
- Regularly check for updates in shared folders.
- Notify team members if you make major changes to shared documents.
Step 7: Troubleshooting
- Cannot log in - Contact IT Support (Daniel Fox / Emma Ward)
- Missing permissions - Request access from your department lead
- File conflicts - Check version history before making edits