DriveMate 3.0

New Features

Document Generation

The DriveMate 3.0 release introduces the whole new module of the app - document generation. Now DriveMate allows you to generate documents based on the templates stored in Google Drive.

How does it work?

1. First, you define a document template and save it as a Google Doc in your Google Drive. A document template is just your document with placeholders for context-specific data - such as a contract with no customer-specific information prepopulated - those information will be filled during the automatic document generation process.
2. Next, you invoke DriveMate document generation from an appropriate place in your business process. Usually, this is a screen flow executed from the level of a record page (via a quick action) or your own trigger logic.
3. Voilà, your document creation process is automated.

Required Manual Steps

If you upgrade from any DriveMate 2.X version, you need to follow a few post-installation steps to configure the new version properly.

1. Add Google Docs API to the enabled APIs in your Google Cloud Console.

   1. Login to your Google Cloud Console and select the DriveMate-related project configuration.
   2. Select APIs & Services › Library from the navigation menu and add search for Google Drive API. Click on the API and select Enable.

2. Navigate to the DriveMate Setup page and execute the below manual steps:

   1. Authorize Integration - You need to reauthorize the integration to allow DriveMate to access Google Documents API.
   2. Create Documents API Named Credential - Use the button under this step to create a named credential metadata used to access the Google Documents API.
   3. Enable Callouts - Follow the instructions to activate the named credential created above.