Save Merged Files to a Specific Google Drive Folder

How can I change the default save location for merged files to a folder of my choice on Google Drive?

By default, files are saved under My Drive. This article describes how to save your merged files to a specific folder on Google Drive, enabling better organization of merged files produced from different Google Docs or Slides templates. Merged files may include letters generated during mail merges and files sent as PDF email attachments based on Google Docs templates.

From the Google Docs Add-on

Step 1

In Google Docs, open the Options dialog box by clicking the button in the Mail Merge sidebar.

Step 2

Click My Drive under Save Merged Files To.

Step 3

Select a Google Drive folder in which to save your merged files, e.g. My Merge Files, and then click Select.

Step 4

Click Save to apply changes.

Note that My Drive under Save Merged Files To in the Options dialog box will change to your preferred save location, e.g. My Merge Files.

You also have the option to save your merged documents as PDF files by selecting Yes under Save to PDF.

Step 5

Select Letters under Merge To and then click Merge.

Step 6

Click the link provided to view your files in Google Drive.

From the Google Slides Add-on

Step 1

In Google Slides, open the Options dialog box by clicking the button in the Mail Merge sidebar.

Step 2

Click My Drive under Save Merged Files To.

Step 3

Select a Google Drive folder in which to save your merged files, e.g. My Merge Files, and then click Select.

Step 4

Click Save to apply changes.

Note that My Drive under Save Merged Files To in the Options dialog box will change to your preferred save location, e.g. My Merge Files.

You also have the option to save your merged documents as PDF files by selecting Yes under Save to PDF.

Step 5

Select Presentations under Merge To and then click Merge.

Step 6

Click the link provided to view your files in Google Drive.

Advanced Feature: Save to a Shared Drive

This section provides a workaround to save merged documents to a shared drive using a shortcut.

Step 1

Locate or create the shared drive folder that you would like to save your merged documents in.

Step 2

Right-click on the folder and then click Add shortcut to Drive.

A shortcut to your chosen shared drive folder will be created in 'My Drive'.

Once created, you can choose to move the folder anywhere within 'My Drive.'

You can now select the shortcut to your chosen shared drive folder from the Mail Merge add-on in the same way as decribed in the main article.

Once you have merged your documents, the shortcut can be deleted and your merged documents will remain in the chosen shared drive folder.