S-Docs can now generate documents and send them for e-signature from your Google Sheets. The same easy-to-use template editor powered by Google Sheets data.
Start your automation journey by creating a new template for your recurring documents. Click Create template. Then click Create new.
Select Google Sheets as your data source.
Click Add a connection to establish a new Google Sheet connection by logging into your google account.
Click Sign in with Google. This will open a new window, where you will be able to log in, granting S-Docs and Google permission to connect.
Select your preferred Google account.
Note: You will see Workato mentioned in the permission screens. S-Docs has partnered with Workato to power it's data integrations. Make sure your cookie settings are enabled before connecting to Google.
Click Continue.
Once the Google window closes, you will be prompted to enter the URL for the Google Sheet you want to use as your source. Copy the entire URL in the browser tab where your Google Sheet is open and paste it into the Add document field. Then click Apply.
Upon clicking Apply, you should see your Google Sheet name appear. Select that sheet to continue.
You should see all the tabs in your Google Sheet listed. Each tab is considered an object that you can generate documents.
Note: At this time, you cannot use data across tabs in a Google Sheet. This is a future roadmap consideration.