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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.

UI Navigation

Where to find it: Click the "Result Config" button in the top-right area of the editor (floating action buttons on the right side).

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

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
  3. Set filename template - Use placeholders to create dynamic names

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"

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
  3. Set filename template - Use the same placeholder system

Folder Organization​

Think about how you want to organize your generated documents:

  • By project: "Resume Generation 2024"
  • By date: "Generated Documents/January 2024"
  • By type: "Resumes", "Invoices", "Certificates"

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:

  • Mark records as "processed"
  • Add links to generated documents
  • Update status fields

This helps you track which records have been processed.

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.

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
  • Use date placeholders: Add dates to filenames to avoid duplicates

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 (like date or ID) to filenames