gh-christianlouis-docuelevate/docs/GoogleDriveSetup.md

Setting up Google Drive Integration

This guide explains how to set up the Google Drive integration for DocuNova.

Required Configuration Parameters

Variable	Description
GOOGLE_DRIVE_CREDENTIALS_JSON	JSON string containing service account credentials
GOOGLE_DRIVE_FOLDER_ID	Google Drive folder ID for file uploads
GOOGLE_DRIVE_DELEGATE_TO	Email address to delegate permissions (optional)

For a complete list of configuration options, see the Configuration Guide.

Step-by-Step Setup Instructions

1. Create a Google Cloud Project

1. Go to the Google Cloud Console
2. Create a new project or select an existing one
3. Navigate to "APIs & Services" > "Library"
4. Search for and enable the "Google Drive API"

2. Create Service Account

1. Go to "APIs & Services" > "Credentials"
2. Click "Create Credentials" > "Service Account"
3. Fill in the service account details and click "Create"
4. Add appropriate roles (e.g., "Editor" for full access)
5. Click "Continue" and then "Done"

3. Generate Service Account Key

1. Find your service account in the list and click on it
2. Go to the "Keys" tab
3. Click "Add Key" > "Create New Key"
4. Choose JSON format and click "Create"
5. The key file will be downloaded automatically

4. Configure DocuNova

1. Open the downloaded JSON key file
2. Set the entire JSON content as the GOOGLE_DRIVE_CREDENTIALS_JSON environment variable
3. For security, ensure the JSON is properly escaped if your deployment method requires it

Get Google Drive Folder ID

To find your Google Drive folder ID:

1. Navigate to the desired folder in Google Drive web interface
2. The URL will look like: https://drive.google.com/drive/folders/1a2b3c4d5e6f7g8h9i0j
3. The string after "folders/" is your folder ID (in this example: 1a2b3c4d5e6f7g8h9i0j)
4. Set this value as GOOGLE_DRIVE_FOLDER_ID in your configuration

Domain-Wide Delegation (Optional)

If you need the service account to access files on behalf of users in your Google Workspace:

1. In your Google Workspace Admin Console, go to:
   • Security > API Controls > Domain-wide Delegation
2. Click "Add new" and provide:
   • Client ID: your service account's client ID (found in the JSON credentials file)
   • OAuth Scopes: https://www.googleapis.com/auth/drive
3. Set GOOGLE_DRIVE_DELEGATE_TO to the email address of the user to impersonate

This setup is only relevant for Google Workspace environments where you need the service account to access user-specific files.