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*Heading should read “HOW” not Who (can’t edit!)

 

Hello

I have built an automation to populate a template and save it as a password protected PDF.

The steps are as follows:

  1. Take information from a newly added row in a Google Sheet
  2. Populate a Google Doc template with the data from the Sheet
  3. Save it as a PDF on Google Drive
  4. Password protect the PDF using one of the fields from step 1 as the password (using ILovePDF)

My issue is that this only appears to work when I set the privacy settings of the Google Drive where all of these documents are saved to “Anyone with a link”. This is obviously not very secure. Is there a way to do this while keeping the Google Drive private?

 

 

Hi ​@AlexZaps 

Can you provide more details and screenshots about what does not work with the GDrive Folder/File settings?

Help links for using GDrive in Zaps: https://zapier.com/apps/google-drive/integrations#help

Hi ​@Troy Tessalone 

Thanks for your reply.

So I just retested it, with the Google Drive & Google Sheets permissions set to “Restricted.” I get an error on the step 3: “Unauthorised” - even though I didn’t change anything else.

When I change the Google Drive settings to “Anyone with Link” everything works again and the workflow can complete all four steps.

 

​@AlexZaps 

Try adding this Zap step: GDrive - Add File Sharing Preference

Use this to make the file public.

You can also use this to restrict the file after the Protect PDF step.

 

Fantastic  - that worked. Thank you!

That’s great to hear, ​@AlexZaps! Thanks so much for hopping back in here to confirm that it worked. 🤗 And big shoutout to ​@Troy Tessalone for the assist! 🙌

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