Self-paced

Save to Google Drive

Self-paced

Save to Google Drive

Create organized and consistent document workflows by automatically archiving completed documents to Google Drive.

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About this course:

Learn how to protect your documents by automatically archiving them to specific folders in your Google Drive.

By the end of this course, you will be able to boost the security of your document workflows by automatically saving completed documents to Google Drive.

What does this course cover?

This course illustrates how to avoid losing documents or having to search for them by adapting no-code automation to your document workflows.

Why was this course made?

We created this course to explain how to simplify and automate data routing from your workflows to the Google Drive folders of your choice.

Who can enroll?

Anyone can enroll in this course to eliminate mistakes and personal information disclosure when signing documents.

The materials for this course include:

  • learning resources to help you learn how to automatically archive documents to Google Drive.
  • quiz to consolidate your acquired knowledge.

What you will learn

How to connect your Google account and create new Google Drive folders
How to archive several documents at once
How to choose the formats you intend to archive documents in
How to decide when documents should be archived
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Duration 15 minutes
Badge A sharable achievement is included
Subject The Save to Google Drive Bot
Level Intermediate
Language English
Price FREE
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Earn a verified certificate to demonstrate the skills you gain

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Verified by airSlate
Receive an airSlate-issued certificate with the airSlate logo to verify your achievement and expand your career prospects.
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Shareable on social media
Post your certificate on LinkedIn or add it directly to your CV.

All you need to digitally transform your business

The airSlate Academy combines everything you need to digitally transform your business, including legally binding eSignatures, advanced PDF editing, and automated workflows.
Familiarize yourself with eSignatures, their implementation, business value, and learn how to create legally binding eSignature workflows for your business.
Change the way you work with documents into an interactive online experience and learn how to make your documents look professional.

Achieve your career goals with airSlate’s advanced certification programs

certifications
Automation Architect
Learn how to make any process in your workflow run like clockwork. Automate each step using Bots and triggers and perform integrations with popular CRMs like Salesforce or MS Dynamics 365.
certifications
Business Process Analyst
Identify which processes in your workflow can be automated. Learn key metrics to propel your business forward and increase your return on investment (ROI).
certifications
Custom Bot Developer
Learn how to design and develop airSlate Bots — a powerful robotic process automation tool that can be customized using airSlate.
View the certificate

Become an airSlate Partner

Students who complete the airSlate Academy courses are welcome to become partners. Get the necessary skills for building automated processes, helping airSlate newbies, and generating revenue.

Learn more about airSlate partnership benefits

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Archive documents with the Archive to Save to Google Drive Bot to save time

Robotic Process Automation (RPA) has entered the market full-steam-ahead as a solution to repetitive, manual tasks. Over the last few years, it has helped thousands, if not hundreds of thousands of businesses get to the next level and achieve higher goals that they couldn’t achieve without it. Companies that manage to get into a position where they’re spending less time and resources to complete tasks, become more attractive to customers. RPA has brought on a new wave of market competitiveness. It’s not enough to just be the best in terms of quality. If your business isn’t efficient too, potential customers and clients will go elsewhere.

RPA tools work through microprograms, called Bots. airSlate employs two types of them:
  1. Automation to configure specific processes and run them without human intervention.
  2. Integration to create routes that link airSlate with other platforms to ensure smooth data transfer.

The Save to Google Drive Bot falls into the integration category and enables users to archive documents directly to Google Drive once they are completed. The robotic microprogram frees up to several days of manual work when it’s set up correctly by eliminating the need to manually pull data from one source and push it to another; however, it requires no more than 10 minutes to configure.

Free up time with a Bot: automatically archive scanned documents and forms

airSlate is a unique RPA solution that integrates with many other platforms, including a large variety of cloud storage services. Use airSlate to streamline workflows and business processes, and archive documents to OneDrive, Google Drive, Dropbox, and/or Box. Having automatic, no-code integration with the most popular cloud storage services is a huge plus.

The Archive to Save to Google Drive Bot frees users from manually moving documents to and from different databases or forms and contracts. Once a user completes a form or adds scanned documents, the Bot automatically archives scanned documents and forms to the cloud. It works with all major file formats and even zip files. With airSlate, you no longer have to waste time uploading zip files to Google Drive.

Aside from time-saving functionality and enhanced efficiency, the Archive to Save to Google Drive Bot has other benefits:
  1. Eliminates human-prone errors
  2. Reduces operational costs
  3. Improves data quality
  4. Enhances accuracy
  5. Boosts workflow consistency

Regardless of the industry, airSlate has proven to be a reliable resource in helping companies boost efficiency and transform manual and time-consuming tasks into smooth and well-organized processes with cinfigurable Bots, like the one mentioned here aimed at streamlining how you archive documents to your drive. It’s been used by thousands of companies, including Xerox, AMGEN, First Data and others for both internal and external purposes. For instance, an HR specialist can use it to save completed and signed job offers. Just the same, a teacher can route completed tests to a Google Drive folder.

Get FREE access to the #1 course covering how to archive documents to Google Drive with airSlate

airSlate was designed to be customer-centric in th sense that every users should have a great experience while using the product. Setting up airSlate Bots takes minutes rather than hours and configuring an entire workflow takes hours instead of days. However, if you’ve never dealt with RPA solutions before absorbing everything could be a little stressful. To soothe that, the airSlate Academy was launched!

There are courses for every aspect of working with the product, including a special course created just for archiving to Google Drive. The course contains detailed text instructions with visual elements on how to set up the Bot to archive documents. It even finishes up with a quiz to test your knowledge.

Once you complete the course, you will have learned the following:
  1. How to link airSlate with your Google account.
  2. How to generate a new folder in Google Drive without a need to leave the Bot settings page.
  3. How to understand which document formats can be archived by airSlate.
  4. How to set conditions (General and Advanced), so that documents are saved automatically.

airSlate enables users to archive scanned documents and zip files. Institutions like healthcare centers, schools and universities, passport offices, and recruiting agencies can all benefit. Any company that stores and pulls data would benefit from airSlate automation.

airSlate Academy: the main takeaways

The course has been developed to quickly teach users how to configure the Archive to Save to Google Drive Bot. Before getting started with any Bot courses, take the Introduction to airSlate course. It provides easy step-by-step instructions for users to confidently take action and archive documents. By configuring just one microprogram, you can save time, minimize bottlenecks, improve productivity, and so much more. Use airSlate and the respective Bot to make business processes work for you!

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Questions & answers

Here is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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A Save to Google Drive Bot is a microprogram that allows users to receive notifications in Google Chat about actions taking place in their Drives. When turned on, it informs you about people sharing their own documents with you or requesting access to your files. To use this option, you first need to ask for permission to install the Bot from your Google Workspace admin. After that, find it in the Bot library and apply it to your Drive.

Yes, airSlate features Bots that integrate with your cloud storage accounts and provide smooth file routing to a specific folder. Based on the service you prefer, you can install the Save to Google Drive Bot or the Save to OneDrive Bot to auto transmit forms and reports from your workflows to the cloud once someone fills them out. You can find more information about airSlate’s Drive Bots and how you can easily set them up to archive documents in the cloud by taking a related course in the airSlate Academy. All courses are free but registering an account is a must.

Automation is definitely the best way to archive scanned documents and store them in the folder you need without doing manual work. When using airSlate for streamlining your daily processes, you can add the Save to Google Drive Bot to your Flows so that it moves your forms to the cloud automatically each time someone completes them. Take advantage of the courses provided by the airSlate Academy to learn more about the Bot’s configuration and explore real use cases to improve your regular processes.

When using airSlate, you don’t need to copy or paste your forms to your Google Drive. The platform allows you to automate this process by implementing the Save to Google Drive Bot to your workflow. Once you install it and link your Google account(s), configuring the settings won’t take more than 10 minutes, however, it will save you hours or even days of work (and costs accordingly). Choose the document you want to pass to your storage when they’re completed and determine where exactly they should be placed.

The main reasons for archiving documents are for systematically storing them in one place and saving time when searching for them. When you keep your forms online in cloud storages like Google Drive, OneDrive, or Dropbox, you save space on your devices and can easily access your documents whenever you need, from anywhere.

Most people save their documents in Google Drive manually, simply dragging and dropping them to a selected cloud folder. However, professionals like HR managers, lawyers, accountants, and others deal with enormous amounts of documents daily, so saving each file manually is time demanding and inefficient. To avoid unnecessary manual work and save hours of work, try using airSlate and its Save to Google Drive Bot. If properly set up, it will auto-archive your documents (a single one or multiple files at a time) to a folder in your Google Drive every time someone completes them. The related airSlate Academy course provides you with use case examples and detailed instructions on how to use airSlate.

Sure, with airSlate it’s possible to move forms to a specific folder in the cloud. To do so, simply select how many documents you’d like to move to the cloud when configuring the Save to Google Drive Bot. You’ll find a dropdown list of forms from your Flow. Select those you want to export and archive. If needed, you can also save them all in one .zip file.

When you attach the Save to Google Drive Bot to your workflow, you can choose an end format. By default, the Bot will save your forms as PDFs but you can also select .zip format if you need to compress them. Other file formats are not supported.

By using BPA technology for automating regular tasks, you can save hours of working time, reduce costs on these working hours, and minimize the number of errors caused by manual data input. With tools like airSlate, you can automatically archive important documents to specific folders in your Google Drive and arrange them by teams, events, etc., without missing a single file. Apply the Save to Google Drive Bot to your workflows and organize documents without constantly copying and pasting them manually.

When you add the Save to Google Drive Bot to your workflow, you first need to link your Google account (you can connect one or multiple accounts). After you choose what forms in your Flow should be auto-saved to your Drive, you need to set the exact destination folder in your storage where your forms should be moved. You can either select an existing folder in your Google Drive (the tool will show them in a dropdown list) or create a new one by clicking the appropriate button. Type in the name for your folder. There’s also an option of auto-generating a folder name with a placeholder populated with data from specific form fields. For more instructions, register in the airSlate Academy and pass its free course dedicated to the Save to Google Drive Bot.