Save PDFs in Google Drive
Automatically store generated PDFs in a specified folder in your Google Drive
Last updated
Automatically store generated PDFs in a specified folder in your Google Drive
Last updated
Under point 5 in your automations, you have the option to select "Save PDF in Google Drive":
Per default, PDFs are stored in the root folder of MyDrive.
Optionally, you can specify a folder for generated PDFs and you also have the option to automatically generate a subfolder based on dynamic data (see below).
Automatically organize your PDFs by creating dynamic subfolders within your selected Google Drive folder.
You can automatically create subfolders to organize your documents. Use static text and placeholders to create folder structures based on your document data.
Example: Instead of saving all invoices to one folder, automatically create Clients/Acme Corp/2024/ based on your document data.
Enable "Save PDFs in Google Drive" in your automation settings
Select your Google Drive folder
Enter a "Subfolder Name (Optional)" using text and/or placeholders
Use forward slashes (/) to create nested folder structures
Reports
Invoices/2024
Contracts/Pending{{client_name}}
{{date}}_Documents
Clients/{{client_name}}/{{year}}
{{department}}/{{project_name}}/FinalsType / in the subfolder field to browse available placeholders
Manual entry: Use {{placeholder_name}} format
Note: Line item placeholders are automatically excluded
DocsAutomator replaces placeholders with actual values from your document
Creates the folder structure if it doesn't exist (no duplicates)
Saves the PDF to the final subfolder location
PDF saving only (not available for Google Doc saving right now)
Line item placeholders cannot be used in subfolder names
Subfolder option not showing: Ensure you've selected a Google Drive folder first
Folders not created: Verify placeholder values exist in your data
Empty placeholders: If placeholder values are empty, the PDF saves to the main selected folder
