Save all completed docs to google drive

Question

Can't seem to figure this out. I'd like any doc we send out to auto-save to our google drive. I've linked our google drive account to docusign, and I've found that there should be some way to change file save location and file name before you send a doc, but when I go to use a template I don't get any of those options. I'd love to set it up so that any doc marked completed will save to drive.

If there's no way to do that, is there a way to export completed docs to google drive from the completed docs section of the inbox?

Community Expert · Accepted Answer

There's the specific (https://www.docusign.com/solutions/google) Google Drive connector which you can install.

There's also DocuSign eSignature Admin Guide - Custom Connect Configuration

DocuSign Connect which you can set up to only show completed envelopes and include the documents with an endpoint of your Google drive folder.

Hope this helps.

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