Product Requirements Document (PRD)
Feature: Cloud Storage Integration for Attachments in Agency Handy (Google Drive, OneDrive, Dropbox, Box)
1. Overview
We are introducing integration with Google Drive, OneDrive, Dropbox, and Box to Agency Handy's attachment system. This will allow users to:
Upload files directly from their cloud storage accounts. Link to existing files without uploading them. Open and preview files either inside Agency Handy or directly in their respective cloud platforms. This feature improves document management, boosts workflow efficiency, and offers flexible options for handling client files and project documents.
2. Goals
Enable seamless file attachment from popular cloud storage providers. Support file linking without needing to upload copies. Offer two viewing options: inline within Agency Handy or in the cloud service. Ensure secure access and permissions. Deliver a fast, intuitive, and reliable experience. 3. User Stories
As a user, I want to:
Attach files from my Google Drive, OneDrive, Dropbox, or Box account to projects or client orders. Link to a cloud file without uploading it. Preview or open files either inside Agency Handy or in the cloud platform. Manage permissions on linked files when needed. 4. Functional Requirements
4.1 Authentication
Use OAuth 2.0 for secure cloud account connections. Request minimal access scopes per service. Allow users to disconnect cloud accounts at any time. 4.2 Attachment Options
Upload Copy: Browse files via a picker and upload them into Agency Handy's storage. Link File: Insert file URL as metadata, displaying a service-specific badge. 4.3 File Picker
Implement a cloud file picker for each provider. Allow selection of single or multiple files. 4.4 File Viewing
Supported file types (Docs, Sheets, Slides, PDFs, Images) can open within Agency Handy's feedback viewer. If unsupported or if the user prefers, files will open externally in the cloud service. Important: Files linked from Google Drive, OneDrive, Box, and Dropbox cannot be opened with the file feedback viewer. They will open directly in the respective cloud platform.
4.5 UI/UX Changes
Add a "From Cloud Storage" button in the "Attach File" modal. Let users choose between Google Drive, OneDrive, Dropbox, or Box. Preview linked files with service icons and "Open in [Service]" options. Label files clearly as "Uploaded Copy" or "Linked File". 5. Non-Functional Requirements
Securely handle OAuth tokens and refresh processes. Ensure file link security and prompt if sharing settings are restricted. Achieve file picker load times under 3 seconds. Support both desktop and mobile browsers. 6. Future Enhancements
Enable folder selection and automatic file syncing. Allow real-time document collaboration within Agency Handy. Introduce notifications for changes to linked files. 7. Dependencies
OAuth 2.0 system in Agency Handy Updates to the file feedback module 8. Risks
API quota limits for external services. Handling access to private or restricted files. Maintaining data security and GDPR compliance. Restrictions on previewing external cloud files within Agency Handy. 9. KPIs (Success Metrics)
Percentage of projects/orders using cloud storage attachments. Average time taken to attach a cloud file. Error rate when loading or previewing files. User satisfaction scores regarding the attachment experience. Prepared for: Agency Handy Product Development Team
Date: April 2025
AgencyHandy
Google Drive, OneDrive, Box, Dropbox
