You can use Google Drive as an affordable system for managing documents. it’s a common scenario. When a Permission Form is signed, or 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.
We’ve created a sample form and a shared Google Drive folder for demo purposes. Ironically, it’s a paper permission form that a parent must sign so students can use less paper and do things electronically
Click on the link above or on the image, fill in a student name, sign the form and enter an email address (don’t worry, it’s only used for this demo to email you the signed PDF. We won’t save it, it won’t appear on the PDF and it won’t be saved to Google Drive). When you submit, the form gets uploaded to Google Drive and saved in a folder with the student’s name so you can easily find it later. You’ll also get an email.
On This Page:
Step 1: As before, you have to first get an access token. This is a one-time step.
Open your web browser and login to your Google Account
Go to:
Live Forms Online Cloud customers: https://app.frevvo.com/google/consent
- Live Forms In-house customers: http://<your frevvo server domain name>/google/consent
- Copy and Save the access token. THIS IS VERY IMPORTANT. The token is used as the password for
wizards and rules.
Click on the Accept button.
Step 2: Connect your own form or workflow to Google Drive.
- In Google Drive, create a parent folder that will hold all the submissions for this form.
- In the Form Designer, simply click on the Doc Actions (what happens to my data) wizard and select the “Save to Google Documents” option.
- In the wizard that appears, enter your credentials (see above for how to get an access token).
- Select the parent folder you created earlier in Step 1.
- For Submission folder, you may enter a fixed value (not recommended) or use a template. In this case, we have chosen the StudentsName control. For example, if you enter John Adams in the Student Name control, the submission documents will be stored in a subfolder called JohnAdams.
