Clicksign and Google Drive: how to send documents for signature using virtual storage

See how to select a document directly from your Google account in a few clicks!

In a post-pandemic context, remote work has gained a lot of space in the Brazilian market. Of course, the process of migrating to the online environment requires adaptations. For many companies, the first step in this direction was taken through tools to support remote work, such as Google Drive, corporate chats, digital signature tools, and others.

In order to make the Clicksign platform even more complete, it is now possible to link your Google and Clicksign accounts to select documents and send them for signature.

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In this way, regardless of which device you use, accessing the document is much more flexible and practical, since the file in question must be saved in a Google Drive account, whether personal or that of your company.

How to select a document from Google Drive: step by step]

https://youtu.be/M9UEYW1g8qE

After logging into your account, on the home panel, start sending a document and follow the steps below:

Step 1. In”Add Documents”, select the option”Select from Google Drive”.

Step 2. Add or choose the Google account from which you want to select the document.

Step 3. In this step, you need to grant permission for Clicksign to access your account to select the document. Rest assured: we will not perform any action on your account and the document selection is done by you. Understand the permission details and how to remove it in our Help Center.

Step 4. Once you grant permission, simply select the document file that you want to send for signature. It will be possible to choose between documents created by you or shared with the account in question. Accepted formats are .pdf or .docx.

Ready! Now just proceed with the document upload settings as usual. Select where the signer will receive it - e-mail or WhatsApp -, the deadline for signing, reminders, and how to finalize the document. If you've never done this process before, See how to send a document through Clicksign in this video.

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