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Authorize One Google Drive Org Wide

Overview

This optional feature allows you to have one Salesforce user (eg admin) authorize the app under DocGen Configuration tab with a Google Drive that all other app users can generate documents to without having to do individual authorizations. All other users can then use this User’s permissions (User 1) to access the app components and all documents will be generated to same Google Drive that User 1 authorized.

Steps to Enable

  • Verify that you have the latest version of the Documents app: Go to Setup, search “Installed Packages”, go to Concord Documents, and verify that you have package version 6.7 or later installed. If needed, upgrade to the latest version and see the Required Steps for Existing Customers for all versions between your currently installed version and the latest version. Note that the required steps for package 6.7 are required for customers currently using the Authorize Once Google Drive feature.
  • Open Concord Documents app.
  • Open the DocGen Configuration tab.
  • Click “Google Drive Org Wide Authorization” tab on the left.
  • Click the Blue “Enable Org Wide Authorization” Button.
  • Complete the steps to authorize the Google Drive that will be used for document generation for the entire Salesforce org.
  • This will override any previous authorizations.
  • With the feature enabled, the button will be Red and say “Disable Org Wide Authorization”.

Steps to Revoke Access

  • You can click the Red “Disable Org Wide Authorization” button at any time to turn off the feature and revoke access.

Testing

  • Test successful document generation under the same Admin user that enabled the feature.
  • Log in as a different user (different than the user that you configured under Administration page) and test to generate a document. This user should be able to successfully generate document with no authorization error and, if applicable, the generated document should be saved in the same Google Drive as the Admin user specified.