Save PDFs in Google Drive

Automatically store generated PDFs in a specified folder in your Google Drive

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.

Google Drive Folder

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).

Google Drive Subfolders

Automatically organize your PDFs by creating dynamic subfolders within your selected Google Drive folder.

Overview

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.

Setup

1. Enable "Save PDFs in Google Drive" in your automation settings

2. Select your Google Drive folder

3. Enter a "Subfolder Name (Optional)" using text and/or placeholders

4. Use forward slashes (/) to create nested folder structures

Subfolder Examples

Static Organization

Reports
Invoices/2024
Contracts/Pending

Dynamic with Placeholders

{{client_name}}
{{date}}_Documents
Clients/{{client_name}}/{{year}}
{{department}}/{{project_name}}/Finals

Adding Placeholders

• Type / in the subfolder field to browse available placeholders

• Manual entry: Use {{placeholder_name}} format

• Note: Line item placeholders are automatically excluded

How It Works

1. DocsAutomator replaces placeholders with actual values from your document

2. Creates the folder structure if it doesn't exist (no duplicates)

3. Saves the PDF to the final subfolder location

Limitations

• PDF saving only (not available for Google Doc saving right now)

• Line item placeholders cannot be used in subfolder names

Troubleshooting

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