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Problem

When selecting a Google Docs template from a Shared Drive, DocsAutomator checks if your authorized Google account has the necessary permissions. If permissions are insufficient, a red Template Check badge appears.

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Why This Happens

Google Shared Drive files require Manager (Organizer) level permissions for API operations, even if you can view and edit the template manually.
DocsAutomator uses the Google Drive API to read templates and create documents, which necessitates elevated permissions.

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Identifying the Issue

  • 🔴 Red Template Check Badge indicates a permission problem
  • Hovering shows your Google account email and current role
  • Errors appear in both minimized and expanded template sections

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Permission Requirements

Your RoleCan Use Template?
Manager (Organizer)✅ Yes
Content Manager❌ No
Contributor❌ No
Commenter❌ No
Viewer❌ No

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Solutions

Contact your Shared Drive Manager to upgrade the authorized Google account to Manager status.This is the recommended solution if you need ongoing access to templates in the Shared Drive.

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Prevention Tips

  • Assign Manager roles to authorized Google accounts for team use
  • Store frequently-used templates in personal drives
  • Ensure proper Shared Drive permissions before setting up automations

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Troubleshooting

If issues persist after permission changes:
  1. Refresh the DocsAutomator page to re-check permissions
  2. Verify you selected the correct template
  3. Confirm your Google account reconnection completed successfully

Saving Google Docs

Configure document storage settings

Template Guide

Learn template creation best practices