If you’re tired of bouncing between e-signature tools and cloud storage, you’re not alone. This guide is for anyone who wants to make Signrequest and Google Drive actually play nice—no more downloading, re-uploading, or wondering where your signed docs ended up. Whether you’re a freelancer, run a small business, or just need a smoother process, here’s how to connect the dots.
Why bother integrating Signrequest with Google Drive?
Let’s be honest: most e-signature tools promise “seamless” cloud storage, but the reality is usually a mess of duplicate files and half-finished setups. Getting Signrequest and Google Drive working together can actually make things easier—if you set it up right.
What you get: - Signed documents saved automatically to Drive—no manual downloads. - Easy sharing and team access (no more emailing PDFs back and forth). - Organized archives with all your signed files in one place.
What you don’t get:
- Magic syncing of every folder—some setup is still required.
- Deep workflow automation (unless you add something like Zapier, which is another story).
Step 1: Make sure you’ve got the basics covered
Before you start, double-check these:
- A Signrequest account (free or paid, but some integrations need a paid plan).
- A Google account with Drive access (personal or Workspace—it works with both).
- Documents ready to sign (Word, PDF, etc.).
Pro tip:
If your company locks down app integrations, you’ll need admin approval to connect Signrequest to Google Drive. Save yourself some time and check this first.
Step 2: Connect Signrequest to Google Drive
Here’s where you actually link the two tools. Don’t worry, you won’t need to write any code.
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Log in to your Signrequest dashboard.
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Go to ‘Integrations’.
- On the left menu, look for “Integrations” or “Connected Apps.”
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If you don’t see it, you might be on the free plan and need to upgrade.
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Find the Google Drive option and click ‘Connect’.
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Sign in to your Google account when prompted.
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You’ll see a permissions screen. Signrequest will ask to view and manage files in your Google Drive. If that makes you nervous, you’re not alone—but it’s required for the integration to work.
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Grant permission.
- Click “Allow.” No way around this.
Heads up:
Signrequest can only access the Google Drive account you connect. If you use multiple Google accounts, double-check which one you’re linking. This avoids the classic “Where did my files go?” headache.
Step 3: Set up your document flow (where should files go?)
By default, Signrequest will create a new folder in your Drive called ‘Signrequest.’ All signed documents will land here. If you want to change the folder or organize things differently, now’s the time.
To customize the folder:
- Go to the integration settings in your Signrequest dashboard.
- Look for an option to select or change the Drive folder.
- Pick an existing folder or create a new one (like “Signed Contracts”).
What works: - Keep it simple. A single “Signed Docs” folder is usually enough for most people. - If you’re managing lots of clients or projects, subfolders help.
What doesn’t work: - Trying to sync your entire Drive or complex folder structures. Signrequest isn’t that smart—stick to one destination folder to avoid confusion.
Step 4: Send a document for signature
Once you’re connected, here’s how to actually use it:
- Upload your document in Signrequest.
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You can do this from your computer, but you can also pull files directly from your connected Google Drive (look for the Drive icon).
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Add signers and fields.
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Set who needs to sign, where their signature goes, etc.
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Send the request.
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You’ll get notified when it’s signed.
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Check your Google Drive.
- The completed, signed document will show up in your designated folder automatically.
Pro tip:
If you’re not seeing signed documents show up in Drive, check:
- You’re logged in to the right Google account.
- The integration is still active (sometimes permissions get revoked).
- You didn’t move or delete the default Signrequest folder.
Step 5: Share, organize, and collaborate
Once the signed docs land in Drive, you can handle them like any other file:
- Share with your team: Right-click → Share.
- Move to different folders: Just drag and drop.
- Rename files: Make them easier to find (“Acme_Contract_Signed.pdf” beats “document_2024-06-01.pdf” every time).
What works: - Google Drive’s search is fast and forgiving—use descriptive names when you can. - Shared Drives (if you’re on Google Workspace) make it easier for a team to access signed files.
What doesn’t work: - Relying on email attachments for “version control.” Drive is your source of truth now.
Troubleshooting: What can go wrong (and how to fix it)
Integrations break. Permissions expire. Here’s what to watch for:
Problem: Signed documents aren’t showing up in Drive
Check: - Did you change your Google password recently? Sometimes, you’ll need to reauthorize Signrequest. - Are you sending from the same Signrequest account that’s linked to Drive? - Is your Drive full? (It happens.)
Problem: Wrong Google account connected
Fix: - Disconnect the integration in Signrequest. - Log out of any Google accounts you don’t want to use. - Reconnect, making sure you pick the right one.
Problem: File formats or file size errors
Heads up:
Signrequest works best with PDFs and common office file types. Huge files (100+ MB) might fail to upload or sync.
Should you bother with Zapier or other automation tools?
If you want to get fancy—like auto-notifying Slack when a doc is signed, or moving files to specific folders based on the signer—you’ll need a tool like Zapier. But honestly, for most people, the built-in integration is enough.
When to consider automation: - You’re signing dozens of docs a week. - You need custom notifications or multi-step workflows.
When to skip it: - You just want your signed docs in Drive—keep it simple.
Keeping things tidy: A few real-world tips
- Review permissions every few months. Integrations can break silently, especially if you change passwords or accounts.
- Don’t rely on the integration for backups. Download the most important signed docs somewhere safe, just in case.
- Educate your team. Make sure everyone knows where to find signed files, so you’re not the only one answering “Where’s the contract?” at 7 p.m.
Wrapping up
Don’t overthink this. Set up the integration, test it with a dummy document, and see how it fits your workflow. If it saves you even a few minutes a week, that’s a win. Keep your setup simple at first—if you outgrow it, you can always add more automation or structure later.
Less time hunting for files means more time getting actual work done. That’s the real goal.