Save generated documents to Google Drive

You can have DocuGen automatically save generated documents to your Google Drive. Here is how:

1. Create a Zapier email inbox
2. Set up Zapier to save email attachments to your Google Drive
3. Tell DocuGen to send generated documents to Zapier

1. Create a Zapier email inbox

In your Zapier account, create a new zap where the first step is "Email by Zapier". Here is an example:

In this example, the email address we set up is docugen.48fr4k@zapiermail.com. 

2. Set up Zapier to save email attachments to your Google Drive

The next action in your zap is "Upload File in Google Drive". Here is an example:

Make sure to select "Attachment" under the "File" option when setting up the action; this will make sure that Zapier saves the attachment it receives by email into Google Drive:

If you want your document to be saved as a Google Doc, make sure to (1) have DocuGen generate the documents in Word (.docx) format, and (2) select "True" under "Convert to Document" in Zapier:

Make sure to activate your zap!

3. Tell DocuGen to send generated documents to Zapier

Add an email column to your board, you could call it "Zapier":

Set this column's default value to the email address you created in Step 1, above (in our case docugen.48fr4k@zapiermail.com). 

Go to your DocuGen Settings and select the toggle "Send to email column":

That's all! When you generate a document, DocuGen will send it to this special Zapier email address, and Zapier will save the document in Google Drive.