Google Drive Integration

Automatically save a backup copy of every signed PDF to your Google Drive. WPsigner’s Google Drive integration uses a one-click OAuth connection — no API keys, no manual configuration, and no developer setup required.

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How It Works

Document Signed → PDF Finalized → Backup Uploaded to Google Drive → Audit Trail Logged

When a document is fully signed and completed, WPsigner automatically:

1. Generates the final signed PDF
2. Creates a folder called “WPsigner Signed Backups” in your Google Drive (first time only)
3. Uploads the signed PDF to that folder
4. Logs the backup to the document’s audit trail

Feature	Details
Connection	One-click OAuth — no API keys needed
Trigger	Automatic backup when a document is completed
Folder	WPsigner Signed Backups (created automatically)
File naming	{Document Title}_{Date}.pdf
Privacy	Files are private — only your Google account can access them
Encryption	OAuth tokens are encrypted using WordPress salts
Token refresh	Access tokens auto-refresh — no re-authentication needed

Note

The original signed PDF always remains stored on your WordPress server. Google Drive serves as an additional backup — it does not replace local storage.

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Prerequisites

• WPsigner v2.0.0 or later
• A Google account (personal or Google Workspace)
• WordPress admin access (the manage_options capability is required)

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Step 1: Connect Google Drive

Navigate to the Integration

You can access the Google Drive settings in two ways:

Option A — From the Integrations page:

1. Go to WPsigner → Integrations in your WordPress admin
2. Find the Google Drive card under Cloud Storage
3. Click Configure

Option B — From Settings:

1. Go to WPsigner → Settings
2. Click the Google Drive tab

Authorize WPsigner

1. On the Google Drive settings page, you’ll see the “Connect with Google Drive” button
2. Click the button — you will be redirected to Google’s authorization page
3. Sign in to your Google account (or select one if you’re logged into multiple accounts)
4. Review the permissions — WPsigner requests access to:
   • Create and manage files in Google Drive that WPsigner creates
   • View your email address (to display which account is connected)
5. Click Allow to grant access
6. You’ll be redirected back to your WordPress admin with a “Successfully connected!” confirmation message

Tip

WPsigner uses a secure OAuth proxy via Cloudflare Workers to handle the authorization flow. Your Google credentials are never stored on your WordPress server — only encrypted OAuth tokens are saved.

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Step 2: Verify the Connection

After connecting, the settings page shows:

Connection Status

• Green indicator: Connected to Google Drive
• Email address: The Google account connected (e.g., you@gmail.com)

Connection Details

Item	Value
Backup Folder	WPsigner Signed Backups
Privacy	Files are private (only you can access)
Auto-backup	PDFs are saved automatically after signing

Test the Connection

Click the “Test Connection” button to verify everything works:

1. WPsigner uploads a small test file to your Google Drive
2. If successful, you’ll see a confirmation message: ”✓ Test file uploaded successfully”
3. You can check your Google Drive → “WPsigner Signed Backups” folder to see the test file

Caution

If the test upload fails, check your internet connection and ensure Google Drive is accessible from your server. Some hosting providers block outgoing HTTP requests — contact your host if the test consistently fails.

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Step 3: Use It

Once connected, there’s nothing else to do. The integration works automatically:

1. Create and send documents for signing as you normally would
2. Signers complete the signing process
3. When all signers have signed, the document status changes to Completed
4. WPsigner automatically uploads the signed PDF to your Google Drive
5. The upload is logged in the audit trail for compliance tracking

Where to Find Your Backups

1. Open Google Drive
2. Navigate to “WPsigner Signed Backups” folder
3. You’ll see all your signed PDFs organized by filename

File Naming Convention

Backup files follow this naming pattern:

{Document_Title}_{Date}.pdf

Examples:

• Service_Agreement_2026-02-07.pdf
• NDA_John_Smith_2026-02-07.pdf
• Employment_Contract_2026-02-07.pdf

Note

You can customize the filename format using the wps_google_drive_filename WordPress filter. See the Developer Hooks section below for details.

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Managing the Integration

Disconnect Google Drive

If you need to disconnect:

1. Go to WPsigner → Integrations → Google Drive (or Settings → Google Drive tab)
2. Click the “Disconnect” button
3. Confirm the disconnection

After disconnecting:

• No more backups will be uploaded to Google Drive
• Existing backups in Google Drive are not deleted — they remain in your Drive
• You can reconnect at any time by clicking “Connect with Google Drive” again

Reconnect with a Different Account

To switch Google accounts:

1. Disconnect the current account
2. Connect again — you’ll be prompted to choose a Google account
3. Select the new account and authorize

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Security & Privacy

Token Storage

Security Layer	Description
AES-256-CBC encryption	OAuth tokens are encrypted before storage
WordPress salts	Encryption keys derive from your wp-config.php salts
Random IV	Each encryption uses a unique initialization vector
No credentials stored	Your Google password is never stored — only OAuth tokens

Permissions Scope

WPsigner only requests the minimum necessary Google API scopes:

Scope	Purpose
drive.file	Create and manage files that WPsigner uploads (cannot access your other Drive files)
userinfo.email	Display which Google account is connected

WPsigner cannot read, modify, or delete any other files in your Google Drive. The drive.file scope only grants access to files that WPsigner itself has created.

Token Refresh

• Access tokens expire after 1 hour
• WPsigner automatically refreshes tokens using the stored refresh token
• This means you never need to re-authorize — the connection stays active
• If a refresh fails, a transient error is logged but no data is lost

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Developer Hooks

WPsigner provides WordPress hooks for developers who want to customize the Google Drive integration:

Filter: Customize Backup Filename

// Change the filename format for Google Drive backups
add_filter('wps_google_drive_filename', function($file_name, $document_id, $document) {
    // Example: Include document ID in filename
    return "WPS-{$document_id}_{$document->title}_" . wp_date('Y-m-d') . '.pdf';
}, 10, 3);

Action: After Successful Upload

// Perform actions after a PDF is backed up to Google Drive
add_action('wps_google_drive_uploaded', function($document_id, $file_id, $file_name) {
    // Example: Send a notification
    error_log("Document #{$document_id} backed up to Google Drive: {$file_name}");

    // Example: Store the Google Drive file ID in document meta
    update_post_meta($document_id, '_gdrive_file_id', $file_id);
}, 10, 3);

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Troubleshooting

Common Issues

Issue	Cause	Solution
”Connect with Google Drive” button doesn’t work	Authorization URL not generated	Refresh the page and try again
Redirect after authorization fails	Callback URL blocked	Ensure your site is accessible publicly (Google needs to redirect back)
Test upload fails	Outgoing HTTP requests blocked	Contact your hosting provider to allow requests to googleapis.com
PDFs not appearing in Google Drive	Integration disconnected or tokens expired	Check the connection in Settings → Google Drive
”Failed to decode OAuth tokens” error	Corrupted callback data	Try disconnecting and reconnecting
Backup folder not found in Drive	Folder was manually deleted	WPsigner will recreate it on the next upload

Checking the Audit Trail

Every Google Drive backup is logged in the document’s audit trail:

1. Go to WPsigner → Documents
2. Open the completed document
3. Check the Audit Trail section
4. Look for the entry: “PDF backed up to Google Drive: {filename}”

If this entry is missing, the upload may have failed silently. Check your WordPress debug log for more details.

Debug Logging

Enable WordPress debug logging to troubleshoot connection issues:

// In wp-config.php
define('WP_DEBUG', true);
define('WP_DEBUG_LOG', true);

Then check wp-content/debug.log for entries related to Google Drive.

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Frequently Asked Questions

Does it work with Google Workspace (G Suite)?

Yes. The integration works with personal Google accounts and Google Workspace (formerly G Suite) accounts.

Does it count against my Google Drive storage?

Yes. Uploaded PDFs count against your Google Drive storage quota. Signed PDFs are typically small (100 KB–2 MB each), so this is unlikely to be an issue.

What happens if my Google Drive is full?

The upload will fail, and an error will be logged. The signed PDF remains safely stored on your WordPress server. You can free up space in Google Drive and future uploads will resume automatically.

Can I backup to a specific folder?

The folder is automatically set to “WPsigner Signed Backups”. Currently, the folder name cannot be changed through the UI, but developers can modify the behavior using WordPress filters.

Do older documents get backed up retroactively?

No. Only documents completed after the integration is connected are backed up. If you need to backup older documents, you can download the signed PDFs manually and upload them to Google Drive.

Is the connection shared between WordPress users?

Yes. The Google Drive connection is site-wide. All WordPress administrators share the same connection. Documents completed by any user will be backed up to the same Google Drive account.

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Next Steps

• Creating Documents — Learn how to create and send documents
• Audit Trails — Track document activity
• Fluent Forms Integration — Auto-create documents from form submissions
• WhatsApp Integration — Send signing links via WhatsApp