What is storage?
Storage is where your workspace’s documents are kept. Folder structure describes where they belong within that storage, while File naming determines their names.
Choose your storage
Do not assume changing the selected provider moves existing documents between services.
- AI Sortify Cloud: workspace documents are stored in AI Sortify Cloud. You do not need a Google Drive connection for this storage option.
- Google Drive: connect your Google account and grant the access needed for the document actions you use.
- Check the selected provider and status on this page before uploading or troubleshooting.
Set up Google Drive
- Use the connection action on the Storage page.
- Choose the intended Google account and review Google’s permission request.
- Return to AI Sortify and check the connection and upload-access status.
- Review your workspace folder and folder structure. Use the available folder action to open its location.
What happens to documents?
Uploads use your configured storage workflow. Forwarded attachments are stored and classified when forwarding and auto-processing are enabled. The folder structure and naming settings guide how processed documents are organized.
Connection and permissions are different
A connected Google account does not necessarily have every permission a feature needs. Limited access and full access allow different actions. Read the separate permissions guide before changing access. A selected folder is not a Google-enforced permission boundary.
If something is not working
- Not connected: connect the intended account.
- Missing access or expired connection: use the repair or reconnect action shown on the page.
- Cannot open a file: check whether the account still has access to that file.
- Processing is blocked: read the document or email result; storage access and plan limits can cause different issues.
- After resolving the issue, check the status again and use Retry where offered.
Stay in control
Review the account and access level before changing them. Disconnecting a service is different from deleting documents. Read each action’s explanation before confirming a disconnect, permission change, or deletion.