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In this section, we will guide you through setting up a google drive storage profile in docuWeaver.

Before proceeding to the next step, it's important to set up named credentials for google drive in your org.

Reference: https://help.salesforce.com/s/articleView?id=experience.admin_files_connect_google_auth.htm&type=5

https://kb.sdocs.com/knowledge-base/sdocs/integrations/google-drive-configuration-with-named-credentials/

Steps to set up Google Drive Storage Profile

  1. Start by creating a storage profile.

Reference: How to create a new storage profile?

  1. Fill the details of Storage Type as Google Drive, Label, Description. Choose Named Credential you created earlier in Prerequisite step. Set Max File Size. Choose Maintain Versioning if user wants to maintain versions for file he uploads.

image-20241218-055251.png

Reference: Maintain File Versioning

  1. Click on Save button.

  2. Here, your storage profile of google drive is created.

image-20241218-060231.png

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