This integration will automatically save every agreement signed by your visitors into your Google Drive. This works great if you need to share documents with others in your company, or just want to have another place to keep these sensitive documents.
Adding the Integration
To enable the Google Drive integration, the first step is to authorize our server with Google. To do this an Account Owner will need to navigate to the Integrations page and click the "Add" button as shown in the screenshot below.
Authorizing the Integration
After clicking the "Add" button, you will be taken to Google's consent page. In order for our server to be able to connect to your Google account you will need to sign in and click the Allow button.
Once you allow our system to connect to your Google Drive account, our server will be given a token that we will use to save your agreements to Google Drive. You will now need to specify which agreements you would like to be synced. You will do this by clicking on the Sync Settings button and choosing an agreement.
The Sync Settings window allows you to configure where you would like your agreements to be saved in Google Drive using the "Google Drive Path" input field. The way this works is that you specify "tokens" for the names of directories, and the final token that's provided will be the template for the name that will be used for the PDF that is saved.
There are seven tokens that we provide that act as special meta-data tokens from our system.
Here is an explanation for what each token will do:
agreement_name: This token will cause the name of the agreement to be used.
agreement_name_path: This token will cause the name of the agreement to be turned into all lower case, and have any spaces turned into dashes. For example an agreement called "Non Disclosure" will result in the string "non-disclosure" to be used.
visitor_name: This token will cause the full name of the visitor to be used. For example, "Johnny Appleseed".
visitor_name_path: This token will cause the full name of the visitor to be turned into all lower case, and have any spaced turned into dashes. For example, a visitor with the name "Johnny Appleseed" will result in the string "johnny-applessed" to be used.
year: This will cause the year that the agreement was signed to be used. For example, an agreement signed on December 1st of 2021 would result in the string "2021" to be used.
month: This will cause the number of the month that the agreement was signed to be used. For example, an agreement signed on December 1st of 2021 would result in the string "12" to be used.
day: This will cause the number of the day that the agreement was signed to be used. For example, an agreement signed on December 1st of 2021 would result in the string "01" to be used.
Path Configuration Default
When you first enable syncing an agreement, we default the path input field with the following tokens: "agreement_name_path", "year", "visitor_name". If you were to leave this setting as we provide, and had a "Johnny Appleseed" visitor who sign an agreement named "Non Disclosure" on December, 1st, 2021, it would result in our system creating a file named "Johnny Appleseed.pdf" and saving it into a directory in your Google Drive called "non-disclosure/2021".
The full path in Google Drive would be:
Google Drive Root\non-disclosure\2021\Johnny Appleseed.pdf
It's possible for you to type in your own tokens into the input field in order to configure the directory structure that is used. You do this by typing in a string into the input field and pressing the Return key. Each time you press the return key a "token" will be created. This is particularly useful if you already have a directory in Google Drive where you have been storing documents.
For example, let's say you already have a directory called "Sensitive Documents" in the root of your Google Drive. In order to get our agreements to save there you would type "Sensitive Documents" into the input field (without the quotes) and press enter. You could also use our special tokens to create the following path: "Sensitive Documents", "agreement_name", "year", "visitor_name".
With this setup, if you had Johnny Appleseed visit on December 1st, 2021 and sign the Non Disclosure agreement, we would end up saving his signed agreement in your Google Drive at the following path:
Google Drive Root\Sensitive Documents\Non Disclosure\2021\Johnny Appleseed.pdf
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