Step-by-Step Guide to Transferring Signed PDFs from Docusign to Google Drive with Custom File Names on Make.com

Hey there, Make.com users! Today, we're going to tackle a common problem that many of you might have encountered - transferring signed PDFs from Docusign to Google Drive with a specific file name. Let's dive right in!

The Problem

One of our users recently shared a challenge they were facing. They were trying to move completed and signed Docusign PDFs, along with their corresponding certificates, from Docusign to a specific folder in Google Drive. They wanted the saved file name to include the signor's name.

They used the Docusign to Google Drive template, which worked great, except for one issue. The signed document files saved in Google Drive were always named as '1.pdf', regardless of how many signed documents were transferred. The same issue occurred with the certificates, which were always saved as 'certificate.pdf'. The user wanted each document and certificate to be saved with the signor's name instead.

The Solution

Good news! We've found a solution to this problem. Here's a step-by-step guide on how to do it:

  1. First, you need to take a screenshot of the fields set-up on the Google Drive module.
  2. Instead of just sending the file from Docusign, select 'Map'.
  3. Change only the 'File Name' field without touching the 'Data'.

By following these steps, you should be able to save your signed documents and certificates with the signor's name in Google Drive.

Troubleshooting Tips

If you're still facing issues, here are a few troubleshooting tips:

  • Double-check your Google Drive module settings. Make sure you've correctly mapped the 'File Name' field.
  • Ensure that the signor's name is correctly entered in Docusign. Any errors in the name will reflect in the saved file name in Google Drive.
  • Try testing the process with a single document first. Once you've confirmed that it works, you can proceed with multiple documents.

Conclusion

And there you have it! A simple solution to ensure your signed Docusign documents and certificates are saved with the signor's name in Google Drive. Remember, the key is in correctly mapping the 'File Name' field in the Google Drive module. Happy Making!

You do have further questions?

Ask your question via E-Mail: Richard@make-app.de
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