1. Log in to your Google Drive. Click “New” button and select Google Docs:
    NewDocFromDrive
  2. Or go directly to Google Docs. Click “+” in the bottom right corner:GoogleDocNewDoc

 

  1. Give the Google Doc template a title in top left corner. We suggest to put at least one merge field into title of document (this can be added later when building your template inside Salesforce) so that it merges a unique filename from each Salesforce record. You will be able to edit,  format, and add merge fields onto the template directly in the template builder inside document action.
  2. Save Google Docs document ID to clipboard (or keep in open in a separate tab, you will need it in next step):
    1. It’s listed in Google Docs URL after “document/d/” and before closing “/” (do not include “/” in the beginning and in the end)
      Example:
      https://docs.google.com/a/ramseysolutions.com/document/d/19Bgd3kqLq85VABpB1_0Ft0XULH8ddDEw_NjT7RK_0ws/edit
      GoogleDocsID
  3. Set Google Docs sharing setting of the document based on desired access level you wish to give people in your company to this template:
    1. Click on “Share” button at the top right corner of the screen:ShareButtonGoogleDocs
    2. Click “Advanced”:
      AdvancedSetting
    3. By default the access level will be set to “Private – Only you can access”. You can keep the setting as private if you are the only person who needs to have access to the template and generate documents. If others need to be able to access template to generate documents, you need to change document access level. Click “Change”: 
      ChangeSetting
    4. On the next screen you can select who should have access to the document and what type of access level they have to document (can “edit,” can “comment,” or “can view”):
      1. On – Public on the web. Anyone on the Internet can find and access. No sign-in to google drive required.
      2. On- Anyone with the link. This is the most popular option that most app customers use. Anyone who has the full google doc link can access. No sign-in to google drive required and other users will be able to access the google doc template within document action.

        1. NOTE: If you do not see the “Anyone with the link” as an option for sharing/permission settings on your Google doc, then you have some strict sharing settings setup on your company Google Drive and the Super Admin of your drive will need to alter the settings to be able to generate documents with app, see this article for more detail.
      3. On – XXX Company (Will show your company name rather than Ramsey Solutions). Only people at your company will be able to find and access the google doc template.
      4. On – People at XXX Company with the link (Will show your company name rather than Ramsey Solutions). Only people at your company who have the full google doc link will be able to access this template.
      5. Off – Specific people. You can choose this option if you want to restrict access to only some individuals. You can manually share the specified google doc template with certain email addresses.