How to save completed documents to Google Drive using Google Apps Script?

With BoldSign, you can automatically save completed documents to a specific Google Drive folder by using the Completed webhook event in Google Apps Script.

Follow the steps below to set up the integration.

Step 1: Creating a webhook endpoint in Google Apps Script

• Open your Google Spreadsheet.
• Click Extensions and choose Apps Script to open the script editor.
• In the Apps Script editor, click Deploy and select New deployment.

• The popup window will open. In the popup window:

  • Click the Settings icon and select Web app as the deployment type.

  

  • After selecting Web app, a new popup window will open. Add a description.
  • Set Execute as: Me.
  • Set who has access: Anyone or Anyone with a Google account.

• Click Deploy.
• The Web App URL and Deployment ID will be displayed in a new window.

• Copy the Web App URL shown after deployment. This will be used as the webhook endpoint in BoldSign.

Step 2: Setting up the webhook in BoldSign

• Log in to your BoldSign account.
• Navigate to the API section and click Webhooks. It will take you to the webhook dashboard.
• Click Add Webhook.

• The popup window will open.

• In the popup:

  • Choose the callback level: App or Account.
  • Select the environment: Live, Sandbox, or both.

  

  • Enter a name for the webhook.
  • Paste the Apps Script Web App URL into the URL to publish field.
  • Click Verify. A 200 OK response confirms the webhook is reachable.

  

  • Select the desired Team user events and document events (e.g., Sent, Completed).
  • Click Save.

  

Step 3: Handle the Webhook in Apps Script

• Add the following doPost(e) function to your Apps Script project.
• This function handles webhook events from BoldSign and saves the completed document to Google Drive.

function doPost(e) {
 try {
   var payload = JSON.parse(e.postData.contents);

   var eventId = payload.event;
   
   // Check if the event is 'Document Completed'
   if (eventId.eventType == "Completed") 
   {
     const documentId = payload.data.documentId;
     saveSignedDocument(documentId,payload.data); 
     
  }
   return ContentService.createTextOutput(
     JSON.stringify({ status: "success" })
   ).setMimeType(ContentService.MimeType.JSON);

 
 } catch (error) {
   Logger.log("Error: " + error.message);
   return ContentService.createTextOutput(
     JSON.stringify({ status: "error", message: error.message })
   ).setMimeType(ContentService.MimeType.JSON);
 }
} 

Step 4: Save the completed document to Google Drive

• Use the following code snippet to download the signed document and save it to a specific Google Drive folder.
• To retrieve the completed document, call the Download Document API (/v1/document/download) during the webhook’s Completed event. This API returns the signed document file in the response.

function saveSignedDocument(completeddocumentId,data) {
 var documentId = completeddocumentId;
 var apiKey = '{Your API Key}'; // Replace with your actual API key
 var url = ' https://api.boldsign.com/v1/document/download?documentId=' + documentId;
 var options = {
   method: 'get',
   headers: {
     'accept': 'application/json',
     'X-API-KEY': apiKey
   },
   muteHttpExceptions: true
 };
 var response = UrlFetchApp.fetch(url, options); 
 var blob = response.getBlob(); // Here, you will get the completed document file blob

const 
name = data.signerDetails?.[0]?.signerName ||
'Unknown';

var propertiesOutput = JSON.parse(getDocumentProperties(documentId));
 var companyName = propertiesOutput[0].companyName;
 var position = propertiesOutput[0].position;
 var completedDate = propertiesOutput[0].completedAt;


  Logger.log("Company Name: " + companyName);
   Logger.log("Position: " + position);
Logger.log("Completed Date: " + completedDate);

const finalName = `Signed ${position} copy of
${name} of  ${companyName} dated ${completedDate}
.pdf`;
 
const 
folderId = '1lyEexxQvRo'; // Replace with your google drive folder id
const folder = DriveApp.getFolderById(folderId);

const 
file = folder.createFile(blob.setName(finalName));
 // Save the file to Google Drive
 Logger.log('File saved to Drive: ' + file.getUrl());
} 

Step 5: Retrieve document properties to generate a completed file name with signer details

• To include signer details in the saved file name, retrieve the signer-filled form field values and the document’s completion date by calling the Properties API (/v1/document/properties) during the webhook’s Completed event.
• Use the following code snippet to get the required values:

function getDocumentProperties(documentId) {
 var apiKey = 'Your API Key'; // Replace with your actual API key
 var url = ' https://api.boldsign.com/v1/document/properties?documentId=' + documentId;
 var options = {
   method: 'get',
   headers: {
     'accept': 'application/json',
     'X-API-KEY': apiKey
   },
   muteHttpExceptions: true
 };
 
var response = UrlFetchApp.fetch(url, options);
 var result = JSON.parse(response.getContentText());
 Logger.log(result);

 var signerDetails = result.signerDetails || [];
 var documentHistory = result.documentHistory || [];
var output = signerDetails.map(signer => {
 var formFields = signer.formFields || [];

 // Extract specific field values by ID
 var companyName = formFields.find(field => field.id === 'CompanyName')?.value || '';
 var position = formFields.find(field => field.id === 'Position')?.value || '';

 
 var completedEvent = documentHistory.find(event =>
   event.email === signer.signerEmail && event.action === "Completed"
 );
 var completedTimestamp = completedEvent
   ? new Date(completedEvent.timestamp * 1000).toISOString()
   : null;

 return {
   
   completedAt: completedTimestamp,
   companyName: companyName,
   position: position
 };
});
  
Logger.log(JSON.stringify(output, null, 2));
return JSON.stringify(output, null, 2);

} 

• Once a document is signed and marked as completed, the webhook will automatically trigger.
• The signed document will then be downloaded and saved to your specified Google Drive folder, with a filename that includes the signer’s details such as company name, position, and date of completion.