Many organizations use Google Cloud Storage as the storage and collaboration solution for all their documents — including any completed forms.
The GoFormz-Google Cloud Storage integration conveniently automates the process of uploading your completed form PDFs to the appropriate folders in your Google Cloud storage account.
Before you begin, you'll need to contact your Account Manager to set up access to the Google Cloud Storage application on your GoFormz account.
There are two steps to configuring a Google Cloud Storage integration:
Add a Google Cloud Storage connection: First, set up a connection to the Google Cloud Storage application, giving GoFormz access to your Google Cloud Storage account.
Set up a Google Cloud Storage Workflow: Contact your Account Manager or proservices@goformz.com to set up a Google Cloud Storage Workflow.
Add a new Google Cloud Storage connection
Before you begin, make sure that you have an existing Google Cloud Storage account and you know the credentials for the account.
🗒️ Note: If you add your connection using Safari, you may need to allow pop-ups from GoFormz to successfully add your connection.
On the GoFormz web app, navigate to the Workflows tab and complete the following steps:
Select Connected Apps from the More dropdown at the top of the GoFormz web app to navigate to the App Connections screen.
Select Google Cloud Storage & Add Connection to bring up the Google Cloud Storage log-in window.
Choose the Google account you want to connect or click Use another account to log into a Google account that isn’t listed.
Follow the steps to log into your Google account.
This step is omitted if you are already logged into your chosen Google account.
Click Allow on the screen displayed below to complete the integration.
This will allow GoFormz to save PDF files to your Google Cloud Storage account.
GoFormz will not manage any of your G Cloud Storage settings.
The new Google Cloud Storage connection will appear on your connections list with a generic name like “Google Cloud Storage Connection 1”.
We recommend renaming your connection with a more descriptive name (e.g. including your Google username in the connection name), especially if you plan to use multiple Google Cloud Storage connections. This will make it much easier to tell your connections apart from each other.