To store Google Drive files outside of Google Workspace, you must apply Google Workspace settings and configure them in Conga CLM. This section describes Google Workspace settings such as creating a project, enabling APIs, creating a service account, obtaining JSON credentials for your service account, and creating a shared drive. The service account credentials are used to store and retrieve files in Google Drive. You must first set up a Google Cloud Platform project and enable the Google Docs API. For more information on service accounts, see Service accounts overview.

Prerequisites

  • The organization has a shared Google Drive to store all contracts and templates.
  • CLM users have at least read-level access to the shared drive.
  • A Google Workspace Service Account has been established.

To create a project

  1. Go to Google Cloud and sign in as an administrator. If you are signing in to the console for the first time, agree to the Terms of Service.
  2. Click the Menu () icon, then go to IAM & Admin > Create a Project.
  3. In the Project name field, enter a project name.

  4. (Optional) To edit the Project ID, click Edit.

    You cannot change the project ID after the project is created, so choose an ID that meets your requirements for the lifetime of the project.

  5. To add the project to a folder, In the Location field, click Browse to display locations for your project. Then click Select

  6. Click Create to open the Google Cloud Dashboard page.

    By default, only the creator of the project has the right to manage the project. To ensure the project can be maintained if the creator leaves the organization, assign at least one other person the Project Owner role.

To configure APIs for the service account

  1. Go to Google Cloud and sign in as an administrator. If you are signing in to the console for the first time, agree to the Terms of Service.
  2. Click the Menu () icon and go to APIs & Services.
  3. Click Enable APIs and Services
  4. Search and select the following APIs.
    • Google Docs API
    • Google Drive API
  5. Click Enable.

To create a service account

  1. Go to Google Cloud and sign in as an administrator. If you are signing in to the console for the first time, agree to the Terms of Service.
  2. Click the Menu () icon, then go to IMS & Admin > Service Accounts.
  3. Click Create service account.

  4. Enter a name for the service account in the Service account details field. You can also enter a brief description of the service account.

    By default, Google creates a unique service account ID. You can modify the ID in the "Service account ID" field.

  5. Click Create and Continue.
  6. Assign a role to your service account in the Grant this service account access to project (optional) field. For example, for Google Docs API, you can use the Editor role or create a custom role with the required permissions.
  7. Click Continue.
  8. Enter users or groups in the Grant users access to this service account (optional) field that can manage and act in this service account.
  9. Click Done.

To obtain credentials for your service account

  1. From the Service Accounts page, select a project.
  2. Click the email address of the service account that you want to create a key for.
  3. Click the Keys tab.
  4. Select the Add Key drop-down menu and then select Create new key.

  5. Select JSON and click Create. The JSON file is saved to your local folder.

    Save the JSON file securely, as it contains your credentials.

To create a shared drive in Google Workspace

The shared drive is used to store all agreements and template files in Google Drive. This is a requirement for using the Google Docs application.

  1. Go to drive.google.com
  2. Select the Shared Drives option from left navigation pane.
  3. At the top left, click New to create a new shared drive.
  4. Enter a name for the shared drive. For example, "CLM".
  5. Click Create.
  6. Go to the folder in Google Drive and copy the shared drive ID from the URL. For example: Copy the shared drive ID (0AJnNcFwMKXJJUk9PVA) from the URL (https://drive.google.com/drive/folders/0AJnNcFwMKXJJUk9PVA).

To provide service account access to the shared drive

  1. Go to drive.google.com.
  2. Select the Shared Drives option from left navigation pane.
  3. Go to the shared drive you want to give access to.
  4. Click the More icon () and select View members. The "Manage members" window appears.
  5. Add names, email addresses, or a Google Group and provide the contributor access to them. The minimum permission needed is Content Manager.
  6. Click Done.