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Result Configuration

Time to learn: 5 minutes
Prerequisites: Understanding of Placeholders

Result configuration controls where and how your generated documents are saved. This is where you organize your output and set up file naming.

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Result Configuration Quick Reference

PDF outputOptional, with folder
Google Doc outputOptional, with folder
Filename templateSupports placeholders
OrganizationGoogle Drive folders

What Is Result Configuration?​

Result settings tell Gdocify:

  • Where to save generated documents (Google Drive folders)
  • What format to generate (Google Docs, PDFs, or both)
  • How to name files (using templates with placeholders)
  • How to organize your output

Opening Result Configuration​

  1. Click the "Result Config" button (top-right floating button)
  2. You'll see options for PDF and Google Doc generation

PDF Generation​

PDFs are great for sharing, archiving, and printing.

Enabling PDF Generation​

  1. Toggle "Enable PDF Generation" to ON
  2. Configure save location and filename
  3. PDFs will be generated automatically

PDF Save Location​

  1. Click "Choose Folder"
  2. Use Google Drive Picker to select a folder
  3. All PDFs will be saved to this folder

PDF Filename Template​

Use placeholders to create dynamic filenames:

Examples:

  • {{candidateName}}_Resume → "John_Smith_Resume"
  • {{invoiceNumber}}_Invoice → "INV-001_Invoice"
  • {{candidateName}}_Resume_{{date}} → "John_Smith_Resume_2024-01-15"

Google Doc Generation​

Google Docs are editable and collaborative.

Enabling Google Doc Generation​

  1. Toggle "Enable Google Doc Generation" to ON
  2. Configure save location and filename
  3. Google Docs will be generated automatically

Google Doc Save Location​

  1. Click "Choose Folder"
  2. Use Google Drive Picker to select a folder
  3. All Google Docs will be saved to this folder

Google Doc Filename Template​

Use the same placeholder system as PDFs:

Examples:

  • {{candidateName}}_Resume → "John_Smith_Resume"
  • {{invoiceNumber}}_Invoice → "INV-001_Invoice"

Folder Organization​

Think about how you want to organize your generated documents:

By Project​

Generated Documents/
  ├── Project A/
  │   ├── Document1.pdf
  │   └── Document2.pdf
  └── Project B/
      ├── Document1.pdf
      └── Document2.pdf

By Date​

Generated Documents/
  ├── 2024-01/
  │   ├── Document1.pdf
  │   └── Document2.pdf
  └── 2024-02/
      ├── Document1.pdf
      └── Document2.pdf

By Type​

Generated Documents/
  ├── Resumes/
  │   ├── John_Smith_Resume.pdf
  │   └── Sarah_Johnson_Resume.pdf
  └── Invoices/
      ├── INV-001.pdf
      └── INV-002.pdf

Filename Best Practices​

Use Descriptive Names​

✅ Good:

  • {{candidateName}}_Resume
  • {{invoiceNumber}}_Invoice_{{date}}
  • {{orderNumber}}_Order_Confirmation

❌ Avoid:

  • document (not unique)
  • {{id}} (not descriptive)
  • file (too generic)

Include Unique Identifiers​

Add unique identifiers to avoid duplicates:

  • {{candidateName}}_Resume_{{date}}
  • {{invoiceNumber}}_Invoice_{{timestamp}}

Keep Names Clean​

  • Avoid special characters that might cause issues
  • Use underscores or hyphens instead of spaces
  • Keep names reasonably short

Updating Your Data Source​

Optionally, you can configure Gdocify to write back to your data source:

Mark as Processed​

  • Update a status field to "Processed"
  • Add a timestamp of when it was generated
  • Track which records have been processed
  • Store links to generated documents
  • Add Google Drive file IDs
  • Keep track of where documents are saved

Update Status Fields​

  • Mark records as "Document Generated"
  • Update workflow status
  • Track generation history

Example Configuration​

Resume Generation​

PDF Settings:

  • Folder: "Generated Resumes/PDFs"
  • Filename: {{candidateName}}_Resume

Google Doc Settings:

  • Folder: "Generated Resumes/Docs"
  • Filename: {{candidateName}}_Resume

Result:

  • John_Smith_Resume.pdf in PDFs folder
  • John_Smith_Resume (Google Doc) in Docs folder

Best Practices​

  • Use descriptive filenames: Include enough information to identify the document
  • Organize by folder: Keep different types of documents in separate folders
  • Test folder access: Make sure you have write access to selected folders
  • Use date placeholders: Add dates to filenames to avoid duplicates
  • Keep it organized: Create a folder structure that makes sense for your workflow

Common Issues​

"Folder not found"​

  • Make sure you've selected a folder
  • Verify you have access to the folder
  • Check that the folder exists in Google Drive

"Permission denied"​

  • Check that Gdocify has permission to write to Google Drive
  • Re-authorize Google Drive access if needed
  • Verify folder permissions

"Duplicate filenames"​

  • Add unique identifiers to filenames (date, ID, etc.)
  • Use placeholders that ensure uniqueness
  • Check for existing files before generating

Tips​

  • Test first: Generate one document to verify settings
  • Review organization: Make sure your folder structure works for you
  • Use placeholders: Dynamic filenames make documents easier to find
  • Keep it simple: Don't over-complicate your folder structure

Next Steps​

Now that you understand result configuration:

  1. Learn about Triggers to automate generation
  2. Explore Email Notifications to send documents
  3. Check out Run History to track executions