Getting started with Lumin and Google Workspace

Are you ready to enhance your workspace with Lumin and Google? Read on to find out more.

Google Workspace, formerly known as G-Suite, offers numerous advantages in the workplace. It provides a range of applications and services designed to enhance communication, productivity, and collaboration within organizations. 

Lumin PDF helps bring documents to life with a suite of digital tools that enable users to share, collaborate, and eSign documents in the cloud.

Lumin partnered with Google Workplace to bring seamless integration where users can open, edit, and save PDFs directly from Google Drive, enhancing workflow efficiency.

Enhanced collaboration – Lumin facilitates seamless collaboration on PDF documents where multiple users can simultaneously work on PDFs making real-time comments, edits, and annotations, fostering efficient collaboration within the team. 

Advanced annotation tools – the tools Lumin offers enable users to provide feedback, mark important sections, and communicate effectively within the PDF document. This promotes clear communication and improves the overall quality of document collaboration.

Lastly, secure cloud storage and accessibility – Lumin PDF offers cloud storage for PDF documents, ensuring safe storage and easy accessibility from anywhere with an internet connection.

1. Creating your account
2. Creating your Workspace
3. Workspace preview
4. Installing Lumin for your organization
5. Accessing your documents from Google Drive
6. Securing your account

Let’s create your account

Create a Lumin account via Google Drive

1. In Google Drive, open a document with Lumin; Right-click on the document, select Open with, and then choose Lumin PDF – Edit or Sign Documents.
   1. If there are other Lumin users in your organization, you can choose to join their existing Workspaces or request access to collaborate with them. Alternatively, if you prefer, you can create your own Workspace without joining any pre-established ones.
2. After that, your document will open, and a Workspace will be created for you automatically.

Alternatively, you can create a Lumin account from the website

1. Visit www.luminpdf.com and click Sign-In.
2. Click sign up in the top right corner.
   
3. Then, select sign in with Google.
   
4. Once you make this selection, you will be prompted to sign in to your Google Account. If you are already logged in through Google Chrome, select the account you wish to use. If you are not currently signed in, please enter your Google credentials to log in.
5. Follow the on-screen prompts and finish creating your Lumin account.

Creating your Workspace

Step 1:

Once logged in, your first task is to set up your Workspace. Name your Workspace as you please; it could be your organization’s name.

You have the option to allow anyone with the same domain as you to join this Workspace automatically, or you can require permission for them to join by adjusting this setting as needed.

Then, select what you will use Lumin for: Personal, Work, or Education.

Within your Workspace, you can create Spaces, which represent different departments within your organization. You can do this after you’ve completed setting up your Workspace. 

Step 2: 

Now, your next task is to invite collaborators into your Workspace. This could be anyone within or outside your organization with whom you would need to work.

To invite people from your organization, click Sign in with Google to sync your Google Workspace contacts with Lumin.

Choose the account from which you wish to sync your contacts.

Review the access permissions and then, click Continue to grant Lumin to access your contacts. 

Then, you can select the people by searching for their email addresses. Once you’ve entered everyone’s email address, click Invite.

Step 3:

Once you’ve invited those you need to be in your Workspace, you’re good to go! Click Get Started to proceed.

🎉 Welcome to your Workspace! 🎉

Installing Lumin for your organization

1. Go to Google Workspace Marketplace and find Lumin.
2. Select the Domain Install option.
3. Click Continue.
   
   
4. Select Everyone at your organization, and tick I agree.
   
5. Click Finish, and then the installation will complete. 

Your entire Workspace will now be able to open documents directly from Google Drive into Lumin. Find out how here.

Accessing documents from Google Drive

Lumin's integration with Google Workspace allows users to access files stored in their Google Drive accounts. You can do this in two ways: straight from Lumin or from Google Drive. 

From Lumin

1. Click Upload from your Documents page.
   
2. Select the source you would like to import from.
   
3. Follow the screen prompts to upload and open the document in the Lumin editor.

From Google Drive

1. Right-click the document you wish to open.
2. Hover over Open with then, click on Lumin PDF - Edit or Sign Documents.
   
3. Your document will now load and open in the Lumin viewer and editor. 

Securing your account

Many documents contain sensitive and confidential information that unauthorized individuals should not be able to access. Examples include medical records, financial statements, and legal contracts. Some documents that contain trade secrets or other confidential business information must be kept secure to prevent theft or unauthorized use by competitors.

Most industries are subject to legal requirements that mandate certain levels of security for documents. For example, healthcare organizations must comply with HIPAA regulations to ensure patient privacy protection. In today’s digital age, documents are vulnerable to cyberattacks, including hacking, phishing, and malware. It is therefore essential to implement strong security measures to protect against these threats.

Here are a few things that you can do to ensure that your Lumin account is protected:

Connecting your Lumin account with Google Workspace ensures that all your files are securely stored and protected from potential threats. Ensure that all of your team member's Google accounts are set up with a multi-factor authenticator for an extra layer of protection. 

Enforce sign-in with Google

As the Workspace Administrator or Billing Moderator, you can make signing in via Google a requirement for everyone in your Workspace. 

1. Go to your Workspace's Dashboard.
2. Select the Security tab.
3. Click the toggle to turn Google sign-in on/off
   
4.  Select Enable.
   
   
   
5. When enabled, your team members must use Google to sign in to access the Workspace.

Update Workspace visibility settings

Workspace Visibility Settings – Modify your Workspace's visibility settings to the public to enhance security.

• In the example above, when a Lumin account is created under an email address with the domain 'luminpdf.com’, members can see this Workspace and request to join, but they will require the Admin’s approval to become officially part of the Workspace. 

Manage Workspace members

Lastly, Workspace Administrators and Billing Moderators can manage Workspace members from the People section in the Dashboard. 

• Members – a list of all official Workspace members. 
• Guests – where all Workspace guests, who are typically users outside the same domain name, will be listed. 
• Pending Invites – where all guests/members will be listed before accepting the invitation to become a part of the Workspace. 
• Member(s) requesting access – where users under the same domain name will be listed if/when they request to join the Workspace. 

To modify a member/guest's profile, locate them from the list, and click options. Then, choose from;

• Make Admin
• Make Billing Moderator 
• Remove Member

Now that you’re all set up, you’re ready to get things done. Here are some helpful articles that can help you make the most out of your Lumin account:

• Document Sharing
• Editing PDFs with Lumin
• How do I install Lumin as a Google Drive extension for my entire Workspace?
• How do I install Lumin as a Google Drive extension for my entire Workspace?