Save Merged Files to a Specific Google Drive Folder

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

By default, files are saved on My Drive. This article describes how to save your merged files in 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 Google Docs

Step 1: Cick Options

In Google Docs, click on Options in the Mail Merge sidebar to open the Options dialog box.

Step 2: Click My Drive

Click on My Drive under Save Merged Files To.

Step 3: Select Google Drive folder

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

Step 4: Click Save

Click on Save to apply the changes.

Note that My Drive under Save Merged Files To in the Options dialog box changes 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 from the Save to PDF drop-down menu.

Step 5: Select Letters & click Merge

Select Letters from the Merge To list and then click on Merge.

Step 6: View files on Google Drive

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

From Google Slides

Step 1: Click Options

In Google Slides, click on Options in the Mail Merge sidebar to open the Options dialog box.

Step 2: Click My Drive

Click on My Drive under Save Merged Files To.

Step 3: Select Google Drive folder

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

Step 4: Click Save

Click on Save to apply the changes.

Note that My Drive under Save Merged Files To in the Options dialog box changes 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 from the Save to PDF drop-down menu.

Step 5: Select Presentations & click Merge

Select Presentations from the Merge To list, and then click on Merge.

Step 6: View files on Google Drive

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

Advanced feature: Save on shared drive

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

Step 1: Locate or create shared drive folder

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

Step 2: Click Add shortcut to Drive

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

A shortcut to your selected shared drive folder is created on 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 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 remain in the chosen shared drive folder.