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You can use Google Drive as an affordable system for managing documents. When a Permission Form is signed, a Leave Approval workflow completes, or a Purchase Order is received, you want to save the documents somewhere. Many companies still save them in email folders as attachments or manually drop them into a shared network drive. With  you can automatically upload them to Google Drive.

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Info
  • If you leave the PDF Name property blank, uses the form/workflow name as the pdf file name. The pdf may not generate if the Form Name contains special characters. To avoid any issues, name your form/workflows using characters that are suitable for filenames and explicitly set the pdf name in the form/workflow using the same standard. Following the POSIX filename standard (A–Z a–z 0–9 . _ - ) will ensure it works. 
  • If a form does not reach the specified folder in your Google Drive successfully, notifies the tenant admin of the failure via an email. If a workflow does not reach the specified folder in your Google drive successfully, the workflow administrator(s) - if configured - and the tenant admin receive the email.  
     

Troubleshooting

"An unknown error has occurred" message

You may see the error message "An unknown error has occurred" when selecting your Google sheet from the dropdown after you log into the wizard with your Google account and access code. To prevent this, set the Share permission for your Google Sheet to private then run the Save to Google Spreadsheet wizard. Change the share permission to public once the wizard is completed. Click here for other reasons this error may occur.