Send Documents to Unique Folders on Dropbox, Box, and Google Drive

Do you use Dropbox to save multiple documents for the same customers?  Maybe you save all of your documents in a single Box folder?  Good news!  We’ve just launched a feature to each of our file storage delivery options that allows you to automatically create new folders on the fly.

This is a pretty powerful that is going to allow you to easily organize your documents into different folders based on your merge data.  For example, let’s say you have a number of documents that you are generating for a specific customer and you want to put them in a unique folder for that customer.   With this new feature, you’ll be able to use the name of the customer as the folder name and we’ll automatically put the documents in that folder.

To use these unique folders (technically subfolders), you’ll find the option under the More Options section of the Delivery settings.  You can either use a single merge field, or you can combine multiple fields by choosing <<Other>> and typing in those fields manually.  Example below:


Once you have that setting ready to go, you’re done!  It’s that simple.  Let us know if you have any questions or run into any problems along the way.

Have more questions? Submit a request

14 Comments

  • Avatar
    Andy Numa

    Hi Jeremy,

    I looked for that option but cannot find it.  Has it been moved?

    Andy

  • Avatar
    Jeremy Clarke

    Andy,

    Yes, you can change the filename to use a Merge Field under the Settings tab for your document.

  • Avatar
    Andy Numa

    Got it.  But only one merge field can be used correct?  I was looking for customername_datestamp.pdf for example

  • Avatar
    Jeremy Clarke

    You can do something like the screenshot above shows you.  (choose Other, then type in 2 fields using the bracket notation - ie {$Name} {$Date}).

    The document name is always required in the document name - we then append the merge fields to the end of that

  • Avatar
    Andy Numa

    Fantastic!

    Now when I move the document over to Google Drive I would like to have it in editable format.  I have tried both PDF and DOCx format but can only view.  Any suggestions?

  • Avatar
    Jeremy Clarke

    Hi Andy,

    We have updated the Google Drive integration with an option (under Advanced Options) to convert the document to Google Docs format so that you can edit.  Currently, this only works for DOCX files, not PDF files.  Thanks!

  • Avatar
    Van Vo

    Hi Jeremy,

    Is it possible to save these to deeper than 1 sub-folder level? I'd like to save it to something like {$Customer}/{$Location}/{$CurrentYear}/{$CurrentMonth}. When I tried this, it creates a subfolder with all of those fields as the name.

    Thanks.

    Van

  • Avatar
    Jeremy Clarke

    Hi Van,

    Good idea!  I know that Dropbox should work by default, but we'll look into adding that functionality to Box and Google Drive.  I don't foresee any problems

    UPDATE:

    This feature is now available for Box and Google Drive as well.  If you use a "/" in the subfolder, it will create an additional subfolder level.  Thanks!

  • Avatar
    Don DaRe

    Is there a variable for year? I would like to use a folder structure of ..\customer name\year\document.doc

  • Avatar
    Jeremy Clarke

    Hi Don,

    You can do this: {$_date|date_format:"Y"}

  • Avatar
    Ryan Rafoth

    Is the root folder name dynamic? In other words, could the root folder name be a merge field?

  • Avatar
    Jeremy Clarke

    Hi Ryan,

    Yes, if you choose "Root Folder", then choose "Use merge field as a subfolder" under More Options, you can dynamically name a folder (on the root level)

  • Avatar
    Chloe Wadsworth

    Hi Jeremy,

    I want to deliver the test to a folder which isn't on the root level. It's a few folders in - how would I do this?

    Thanks,

    Chloe

  • Avatar
    Jeremy Clarke

    Hi Chloe,

    Once you select your folder, we'll load the subfields in the dropdown, so click it again and you'll see the subfolders there for you to pick from.

    Thanks!

Please sign in to leave a comment.
Powered by Zendesk