Published 30 March 2016 by Amanda Fisher

OverDRIVE uses selected folders and files stored in Google Drive to generate and update a fully automatic web portal or site. This guide will explain how you navigate your new site, make allowed changes and upload new information.

Navigation

To navigate around OverDRIVE, use the top menu and drop navigation. The top menu will display all areas that you have been given access to. Any available sub folders will appear when you hover over each menu item. On each page there may also be a sub menu panel displaying sub pages that you have access to. Finally, on certain page types you will be able to access sub folders or blog posts via clickable links.

Changing views

Whilst navigating OverDRIVE you may sometimes see a “Folder List” icon to the far right of the “Breadcrumb Bar”. You can use this icon to access the Page Menu and change the folder contents view or refresh the current page.

User Menu

The User Menu allows you to make changes to your OverDRIVE site. Access the User Menu by clicking on the Person icon in the top right of OverDRIVE. The drop down menu displays content depending on your site permissions and the level of access you have to the folder you are currently viewing. The menu is divided into 4 sections:

  • Create - create a new Google Document, Sheet or Folder within the page you are currently viewing
  • Google Drive - Open the folder you are viewing in Google Drive; Upload a file to the folder or Link files to the folder from elsewhere in Drive. You can also Resync your OverDRIVE site from this section (see below).
  • Settings - this will only show if you have any admin access. The admin settings are:
  • Page Settings - access OverDRIVE’s embed options
  • Site Settings - set up and change an OverDRIVE site
  • User Settings - add new users and edit existing users
  • Other options - access OverDRIVE Central where you can view a list of your OverDRIVE sites, add new sites and buy more licences; go Full Screen on a page; access our Help menu; Sign Out of OverDRIVE

Creating new content

To create a new document, spreadsheet or folder, you can use the quick “Add New” icon in the breadcrumb menu or access the User Menu. Choose the relevant option under the CREATE section of the menu. You can use OverDRIVE to create multiple documents, sheets or folders, to do so, write the titles of each on separate lines in the pop up box. New items will be created in the current folder view and you can then access the new file to edit it.

Note: you can only create new content on certain page types (eg Folder View); where you can’t create a folder or file, the relevant options will be hidden on the menu.

Uploading files

To upload a file into the folder/page you are on, access the “User Menu”. Choose “Upload” from the Google Drive section. Drag or select files from your computer and click the Upload button.

Note: you can only Upload files on certain page types (eg Folder View); where you can’t upload a file, the option will be hidden on the menu

Adding folders and files (Link Files / Link Folders)

The “Link Files” and “Link Folders” options on the menu allow you to quickly add files or folders from anywhere in Google Drive to your OverDRIVE folder. To add files or folders to the folder you are on, access the “User Menu”. Choose “Link Files” or “Link Folders” within the Google Drive section. Choose the files or folders  you wish to add and click the Select button.

Note: you can only Link files or folders on certain page types (eg Folder View); where you can’t add a file or folder, the option will be hidden on the menu.

Editing Content

Depending on the type of file and the access you have been given, you can interact with files in OverDRIVE. When viewing a file, you will see a series of icons appear on the Breadcrumb Bar.

  • Pencil icon. If you have access to edit a Google format file (Document, Sheet, Slide etc) click on the pencil to open Edit Mode. Once you have finished editing, click on the pencil again to see your changes.
  • Pop Out icon. Click on the square and arrow icon to pop out the file in a Google preview window.
  • Download icon. For non Google files you will see a download icon, click on it to download the file
  • Star icon. Click to add a Google Drive star to your file.

Refreshing the OverDRIVE site

Any changes to a page you make in OverDRIVE should update automatically - for you and for other users. However, you can also refresh content by using the following 3 methods:

  • Clicking the on page Refresh button
  • Clicking the Refresh option on the Folder View icon on the breadcrumb bar
  • Clicking Resync on the user menu - this will also resync all site folders so will take longer to complete a refresh.

Resyncing the OverDRIVE site

If the refresh options above have not discovered the new content you are looking for, you can Resync the site. This option resyncs all folders (not files) in OverDRIVE and will refresh files on the current page you are on and the top navigation to update any changes. To Resync OverDRIVE, choose “Resync” from the top right dropdown menu.

Google Drive

OverDRIVE uses Google Drive to store your content. You can use the “User Menu” to open the folder you are viewing in Drive. Access the “User Menu” and choose “Open Folder” from the Google Drive section. Depending on the access you have to a document, you can Edit a Google Document or Sheet from within OverDRIVE

Note: Changes made in Drive won’t automatically show up in OverDRIVE until the folder is opened and refreshed by a user. For example: User A adds a folder or file to “Folder1” in Drive. User B won’t see that change in OverDRIVE until either user A or B opens “Folder1” and discovers that change by refreshing the page. Once the change has been discovered for 1 user, it will show for all OverDRIVE users.

A summary of Page Types

OverDRIVE has several different page types that your site administrator will have used to display content; most are self explanatory.

  • Google Folder - displays a folder list  with similar view choices to Windows Explorer. Plus a “blog” view:
  • Blog - the first paragraph of each document in the folder will display to create a “blog” type summary list. Note this should be used on a folder containing only Google Docs

Within each folder you can choose whether to display sub-folders and switch the “view menu” and “filter” feature on or off. You can also set a default Page Size to handle folders with large amounts of files and turn on the special Navigator functionality - a great way to display images and digital assets.

  • Google Drive - Embed any file from Drive onto an OverDRIVE page
  • Dashboard - create a simple dashboard using a Google Doc with a table (use our handy template to get started).
  • Google Calendars - embed a calendar view, choose to overlay multiple calendars
  • Google Form - embed a live Google Form
  • Google Groups - embed a Google Group
  • Google My Maps - embed a Google My Map
  • RSS Feed - embed an RSS feed via a url
  • Simple Form - set up a simple response web form
  • YouTube video - embed any YouTube video
  • Other/URL - embed an iframe using a web link.

Any OverDRIVE user with Page Settings permissions will be able to embed Types onto a page. If you have these permissions you will see a “Page Settings” option on the “User Menu”. This will open up a Settings box. See the Setup Guide - Customise Your Pages section for more detail on Page Settings.

Further Assistance

If you have any questions or wish to report a bug with OverDRIVE, please email helpdesk@overdrive.io.