Upload completed PDFs to your Google Workspace account with the GoFormz-Google Workspace connection.

This connection also opens the opportunity to Add or Upsert Rows into your Google Sheets.

Before you begin

You will need access to an existing Google Workspace account to establish this connection. We recommend that you create a 'GoFormz Connection' Google Workspace account for exclusive use with this connection. The account used for this connection will display as the user who completes any associated actions.

Note: This connection gives GoFormz access to your Google Workspace account to read and write files, but GoFormz will not have management access for any of your Google Workspace settings.

Creating a new Google Workspace connection

Follow the steps below to create your new Google Workspace connection in the GoFormz web app:

  1. Access the More drop-down menu.
    Click Connected Apps.

    Screenshot displaying the location of Connected Apps in the More drop-down menu in the GoFormz web app.

  2. Click Add Connection.

    Screenshot displaying the location of the Add Connection option on the Connected Apps page of the GoFormz web app.

    The "Choose an account" window will appear.

  3. Select the Google account for your connection.
    If the account you want to use is not listed, click "Use another account."

    Screenshot displaying the Google account selection for the Add Connection option.

  4. Complete the log-in process.

    Note: You must re-authenticate this connection each time you change your Google password.

    Screenshot displaying the credentials necessary when authenticating your account for the Google Workspace connection.

  5. Click Allow.

    Screenshot displaying the Google page where you click

    When your connection is successful, you will see it listed on your Connections page.

    Screenshot displaying a successful Google Workspace connection on the Connections section in the GoFormz web app.

    Note: GoFormz recommends renaming your connection to aid in connection management. Best practice is to include your Google Workspace username as part of the connection name.

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