Sharing your documents with your internal team just got a lot easier - with our Google Drive delivery method you’ll be able to automatically upload Formstack Documents documents to your Drive and have them available for anyone in your organization.
It only takes a minute or so to setup the integration. As with our other integrations, you can go to the Delivery tab under your documents and create a new Delivery. Go ahead and click the New Delivery button and select Google Drive from the popup.
In order for us to be able to send documents to your Google Drive, you will need to authorize our application to send files to your account. Google uses OAuth to give 3rd party applications access to upload documents. If you have not yet set up this Google Drive account you will need to click "Use Different Account". This will redirect you to Google, and you’ll login and grant access to the Formstack Documents Application, then you’ll be redirected back to setup your Delivery.
Once you have been redirected back to the Delivery setup, you will see a list of the folders in your Drive. Once you’ve selected your folder, click Save Delivery button.
Now all you have to do is run a quick test and make sure everything is working correctly. Run a test merge (use the URL from the Merge tab) and then check your Google Drive. You should see the document in the folder that you selected. The name of the document will be the same as what you defined in your document settings.
Please contact us if you have any questions.