It is possible to receive the signed documents directly in your Google Drive. With this integration, Addo will automatically create a folder on your Google Drive account called Addo Sign, and the signed documents will be placed there. This not only prevents a crowded email inbox, but also saves time when documents need to be saved.
In this guide we will go through how to set up the integration to Google Drive itself, and once this is done you will be able to get the signed documents directly into your Google Drive. Note that the Addo Sign folder will only be created when the first document is distributed to Google Drive and not when the integration is set up. You can read more about how to set up a template to send the signed document to your Google Drive here.
Please be aware, that the integration only applies to the individual user's profile and not to all company profiles.
- Go to Settings
- Go to Integrations
- Press on Google Drive
A pop-up box will now appear directing you to login with Google Drive.
- Press Login to Google Drive
Note that the page will send you from Addo Sign to login with a Google login - you will be sent back to Addo Sign when the integration is complete.
You will now be sent to this page where you will need to log in with your Google account:
You must then give permission for Addo Sign to view, edit, create and delete the Google Drive files you use specifically for this app:
- Click Allow
Once these steps are completed you will be returned to the Integration page in Addo. Once the integration is added, it will be possible to change the name of the integration to make it easier to find if you have multiple Google Drive integrations. This can be for example if you have multiple Google accounts for different things. You do this as follows:
- Tap the Google Drive integration you want to change the name for.
Then you can change the name and this is also where you can delete the integration again if you wish:
When the first document is distributed to Google Drive, the Addo Sign folder will be created in Google Drive.
You can now have Addo distribute the signed documents to your Google Drive. Read how to set up your templates to distribute to Google Drive here.