Introduction
Integrating Google Drive with BoloSign for PDF and PDF templates allows you to automatically save signed documents directly to your selected Google Drive folder. This guide will walk you through the steps to set up this integration and ensure your documents are properly saved.
1. Click PDF to send PDF for signature.
2. Upload the PDF, Fill out the details and click confirm
3. Place the signature field
4. Click on "Send"
5. Now, go back to the dashboard and click "integrations"
6. Click on "Select Folder"
7. Click on the desired folder from the Google Drive Folder
8. Click on "Select"
9. Check your mail and sign the document
10. Sign the document
11. Now go to Google Drive, and check inside the folder that you selected
12. There you would see your PDF saved after the signees have signed
13. You can see the signature inside the PDF along with the time stamp
FAQs
How do I integrate Google Drive with BoloSign for PDF templates?
Go to the BoloSign dashboard, click on "Integrations," select your Google Drive folder, and follow the prompts to connect and save signed documents.Can I change the Google Drive folder after setting it up?
Yes, you can change the Google Drive folder anytime by going back to the integrations settings and selecting a different folder.Will the signed PDFs automatically save to the selected folder?
Yes, once integrated, all signed PDFs will automatically save to the selected Google Drive folder.Is it secure to save signed documents to Google Drive?
Yes, BoloSign ensures that your documents are securely saved to Google Drive, maintaining confidentiality and integrity.Can I see who signed the document and when?
Yes, the saved PDF in Google Drive will include signatures along with timestamps, providing a clear record of the signing process.What if I encounter issues with the integration?
If you face any issues, check your integration settings and ensure you have granted the necessary permissions. You can also contact BoloSign support for assistance.
Conclusion
Integrating Google Drive with BoloSign for PDF and PDF templates simplifies your document management by automatically saving signed documents to your selected folder. By following these steps, you can ensure a seamless integration, making it easier to organize and access your signed documents. This feature enhances the efficiency and reliability of your document workflow in BoloSign.