Automatically organize and store every form submission in Google Drive. Connect Paxform with Google’s cloud storage to create structured document repositories, enable team collaboration, and maintain searchable archives of all your form data.
Build By
Google Drive
Visible On
Paxform
Pricing
Free and paid subscriptions available
Supported Languages
English, French, German, Japanese, Portuguese, Spanish
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The Paxform Google Drive integration transforms your form submissions into an organized, searchable document management system. Every completed form, along with all attached files, is automatically saved to your designated Google Drive locations, maintaining folder structures that align with your business processes.
This integration is essential for organizations that rely on Google Workspace for collaboration and file management. Whether you’re collecting customer applications, employee documents, or partner agreements, the Google Drive integration ensures that everything is properly filed, versioned, and accessible to authorized team members—eliminating the chaos of manual file management.
- Connect Your Google Account
Securely authenticate Paxform with your Google Drive account using OAuth 2.0. Grant appropriate folder access permissions while maintaining security over sensitive areas of your Drive.
- Configure Folder Routing
Define which forms save to which Drive locations. Create dynamic folder structures using form data (e.g., Client Name/Submission Date) or maintain fixed organizational hierarchies that match your business taxonomy.
- Automatic File Generation
Upon form submission, Paxform generates a formatted PDF and uploads it to your specified Drive location. All attached documents, images, and supporting files are included in the same location for easy reference.
- Team Access & Sharing
Leverage Google Drive’s sharing capabilities to provide appropriate team members with automatic access to submitted forms. Configure permission levels to maintain security while enabling collaboration.
Client Document Management
Maintain comprehensive client files with all forms, agreements, and supporting documentation automatically organized.
- Create client-specific folders automatically using submission data
- Store intake forms, contracts, and verification documents together
- Enable client-facing teams to access files from anywhere
- Maintain chronological submission history for each client
- Share specific documents securely with external stakeholders
HR & Employee Records
Centralize employee documentation with automated filing of onboarding forms, policy acknowledgments, and personnel documents.
- Create employee folders automatically with hire date and employee ID
- Organize documents by type (onboarding, benefits, performance)
- Maintain confidential HR records with restricted folder permissions
- Track document completion and compliance requirements
- Enable secure access for HR team members across locations
Sales Proposal Archive
Build a searchable repository of all sales proposals, quotes, and client agreements.
- Automatically save proposals with customer name and date
- Store supporting materials (product specs, pricing sheets) alongside proposals
- Enable sales teams to reference similar past proposals
- Track proposal versions and client feedback
- Maintain audit trail for compliance and dispute resolution
Educational Institution Records
Manage student applications, enrollment forms, and academic records in a structured, compliant manner.
- Create student folders automatically during application process
- Organize documents by academic year and document type
- Maintain transcripts, financial aid forms, and parent communications
- Enable secure access for administrators, counselors, and authorized faculty
- Prepare records for accreditation reviews with organized documentation
Healthcare Patient Intake
Securely store patient intake forms, consent documents, and medical histories in HIPAA-compliant folders.
- Generate patient-specific folders with medical record numbers
- Separate storage for intake forms, consents, and medical histories
- Implement strict access controls for protected health information
- Maintain version control for updated patient information
- Create audit logs for compliance and regulatory requirements
Real Estate Transaction Management
Keep all property transaction documents organized and accessible to authorized parties.
- Create property-based folders for each transaction
- Store purchase agreements, inspection reports, and disclosure forms
- Share specific folders with buyers, sellers, and legal representatives
- Track document status throughout transaction lifecycle
- Maintain permanent records for tax and legal purposes
Seamlessly connect Paxform with Google Drive to create an intelligent document management system that automatically organizes, stores, and shares form submissions with your team.
- PDF Generation: Every form submission automatically generates a formatted PDF saved to Drive
- Attachment Upload: All files uploaded through forms are stored alongside the form PDF
- Batch Processing: Multiple file uploads from a single submission maintain organized grouping
- Format Preservation: Original file formats and quality preserved during upload
- Instant Availability: Files appear in Drive within seconds of form submission
- Folder Templates: Create reusable folder structures for different form types
- Dynamic Naming: Use form field values to generate folder and file names (e.g., “{{ClientName}}_{{SubmissionDate}}”)
- Nested Hierarchies: Build multi-level folder structures automatically (Team/Department/Project/Date)
- Conditional Routing: Direct submissions to different folders based on form responses or user attributes
- Archive Management: Automatically move older submissions to archive folders based on configurable rules
- Custom File Names: Configure file naming patterns using form data and submission metadata
- Version Control: Maintain multiple submissions from the same user with timestamp-based versioning
- Duplicate Handling: Choose to create new versions, replace existing files, or create uniquely named duplicates
- Naming Conventions: Enforce consistent naming standards across all automated uploads
- Automatic Sharing: Share uploaded files with specific users or groups based on form type
- Permission Levels: Configure viewer, commenter, or editor access for different stakeholders
- Team Drive Support: Store files in shared Google Team Drives for organizational ownership
- External Sharing: Enable or restrict sharing with users outside your organization
- Google Workspace Connection: Full integration with Google Workspace (formerly G Suite) accounts
- Multiple Account Support: Connect different forms to different Google accounts within your organization
- Domain Restriction: Limit file access to specific Google Workspace domains
- Admin Controls: Respect organizational policies set by Google Workspace administrators
- Audit Logging: Leverage Google Drive’s built-in audit logs for compliance tracking
- Metadata Extraction: Automatically populate Google Drive custom properties with form data
- Searchable Content: Full-text search within stored PDFs using Google Drive’s search functionality
- Color Coding: Apply color labels to folders or files based on form type or priority
- Starred Items: Automatically star high-priority submissions for easy access
- Multi-Destination Upload: Save copies of form submissions to multiple Drive locations simultaneously
- Conditional Storage: Apply complex logic to determine storage location (if-then-else rules)
- User-Based Routing: Direct forms to different locations based on submitter’s organization or role
- Regional Storage: Route submissions to region-specific folders for compliance requirements
- Approval-Based Filing: Move documents to final storage locations only after approval workflows complete
- PDF Configuration: Control PDF formatting, including headers, footers, and watermarks
- Excel Export: Generate Excel spreadsheets from structured form data
- CSV Generation: Create CSV files for forms collecting tabular data
- Image Optimization: Compress uploaded images while maintaining quality
- Multi-Format Storage: Save form data in multiple formats simultaneously
- OAuth 2.0 Security: Industry-standard secure authentication with automatic token refresh
- Encrypted Transfer: All data encrypted in transit between Paxform and Google Drive
- Access Revocation: Easily disconnect integration and revoke access at any time
- Granular Permissions: Request only the minimum Drive permissions required for functionality
- Compliance Ready: Support for GDPR, HIPAA, and SOC 2 compliance requirements when using Google Workspace
- Upload Status: Real-time visibility into upload success or failure
- Error Notifications: Immediate alerts when uploads fail, with detailed error messages
- Storage Monitoring: Track storage consumption across your Drive organization
- Activity Dashboard: View statistics on uploads, folder creation, and sharing activity
