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This feature enables automatic storage of generated PDFs in specified Google Drive folders, with optional dynamic subfolder organization.

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Basic Setup

  1. Open the Actions tab of the automation editor
  2. Click Add action and pick “Save PDFs in Google Drive”
  3. Select your target Google Drive folder
  4. (Optional) Configure dynamic subfolders
Default behavior: PDFs save to root MyDrive folder if no folder is specified.

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Dynamic Subfolders

Automatically organize PDFs by creating dynamic subfolders using static text and placeholders.

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Setup Instructions

1

Enable the Feature

Enable “Save PDFs in Google Drive” in automation settings
2

Select Folder

Select your Google Drive destination folder
3

Configure Subfolder

Enter “Subfolder Name (Optional)” using text and/or placeholders
4

Create Hierarchy

Use forward slashes (/) to create nested folder structures

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Subfolder Examples

Static Organization: 
Reports
Invoices/2024
Contracts/Pending
Dynamic with Placeholders: 
{{client_name}}
{{date}}_Documents
Clients/{{client_name}}/{{year}}
{{department}}/{{project_name}}/Finals

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Adding Placeholders

  • Type / in the subfolder field to browse available placeholders
  • Manual entry: Use {{placeholder_name}} format
Line item placeholders are automatically excluded from the placeholder list.

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How It Works

  1. DocsAutomator replaces placeholders with actual document values
  2. Creates folder structure if it doesn’t exist (prevents duplicates)
  3. Saves PDF to the final subfolder location

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Troubleshooting

IssueSolution
Subfolder option not visibleEnsure you’ve selected a Google Drive folder first
Folders not createdVerify placeholder values exist in your data
Empty placeholdersPDFs save to main selected folder if values are blank
Last modified on May 5, 2026