In this article we'll show you how to send signed documents directly to your Google Drive account when you've enabled the integration.
When you've integrated with Google drive, you can choose to options going forward with sending documents to Google Drive.
The first solution is to choose which templates should send to your Google Drive account
The second solution is to make the Google Drive integration default in your Visma Addo account
Choose the templates which should deliver signes documents to your Google Drive
- A folder called Visma Addo is now created on your Google Drive, and in the future signed documents will be distributed to that folder.
- Go to Templates in the left side. Here administrators have an overview over all the templates. Choose on the template (or more if needed) that needs to use Google Drive as distribution method. Scroll down and choose Google Drive under Sender distribution methods.
Google Drive as default
- Click on Set as defaul".
- A folder called Visma Addo is now created on your Google Drive, and in the future signed documents will be distributed to that folder.
- When you have chosen and installed the integration new templates will use these settings as standard. However old ones needs to be updated.