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Step 5: Configure Result Settings

Time to complete: ~2 minutes
What you'll do: Set up where and how generated documents are saved
What you'll need: Google Drive access and folder organization plan

Result settings tell Gdocify where to save your generated documents and how to name them. This is where you organize your output.

What Are Result Settings?​

Result settings control:

  • Where documents are saved - Which Google Drive folder
  • What format - Google Docs, PDFs, or both
  • How they're named - Using templates with placeholders
  • Organization - Keeping everything tidy

Opening Result Configuration​

  1. Click the "Result Configuration" button (left floating button)
  2. You'll see options for PDF and Google Doc

Configuring PDF Generation​

PDFs are great for sharing and archiving:

  1. Enable PDF generation - Toggle the switch to "On"
  2. Select save folder - Click "Choose Folder" and use Google Drive Picker

Configuring Google Doc Generation​

Google Docs are editable and collaborative:

  1. Enable Google Doc generation - Toggle the switch to "On"
  2. Select save folder - Choose where to save the generated docs

Filename Templates​

You can use placeholders in filenames to make them unique:

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

You can create folders in Google Drive and select them in Gdocify.

Example: Resume Generation​

For resume generation, you might configure:

  • PDF folder: "Generated Resumes/PDFs"
  • PDF filename: {{candidateName}}_Resume
  • Google Doc folder: "Generated Resumes/Docs"
  • Google Doc filename: {{candidateName}}_Resume

This creates files like:

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

Updating Your Data Source​

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

  • Simply select the field you want to update from the dropdown

Tips​

  • Use descriptive filenames: Include enough information to identify the document
  • Organize by folder: Keep different types of documents in separate folders
  • Test the folder: Make sure you have write access to the selected folder

Common Issues​

  • "Folder not found": Make sure you've selected a folder and have access to it
  • "Permission denied": Check that Gdocify has permission to write to Google Drive
  • "Duplicate filenames": Add unique identifiers to filenames

What Happens Next?​

With result settings configured, Gdocify knows where to save everything. Now you need to set up triggers to actually run the automation. Continue to Step 6: Set Up Triggers.