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Scanning guide

How to scan documents straight to Google Drive, named and searchable

Scanning to Google Drive is simple until the folder fills up with files called Scan 14 and nobody can find last March’s invoice. This guide covers the ways to get scans into Drive, how to lay out folders, and how to make every document land with a useful name and details you can search.

Practical guide · 8 min read · Updated October 2026

The short answer

For a few pages, the Drive mobile app’s scan button is fine. For real volume, scan into capture software that splits the stack, reads each document and uploads it to a Drive folder with a name built from its contents. In CapturePoint 6 that is Other destinations › Google Drive, with Also add the values to each file’s Drive details left on.

Four ways to get scans into Drive

Each of these works. They differ in how much of the filing is left for a person to do afterwards.

ApproachWhat you getWhat is left to do
Drive mobile app, scan buttonA PDF of what you photographed, in the folder you pickNaming, and any details, one document at a time
Scanner or copier that sends to Drive or emailOne PDF per scan, usually with a generic nameSplitting stacks, renaming, filing into folders
Scan into a folder synced with Drive for desktopWhatever the scanner software saved, copied to DriveNaming and filing, unless the scanner software does it
Capture software that uploads to DriveOne named file per document, in the right folder, with detailsChecking anything the software was unsure of

The first three are about moving files. The fourth is about filing them. If you scan more than a handful of documents a day, the time goes into the filing, so that is the part worth automating.

Plan folders and ownership before you scan

Use a shared drive for team documents

A file uploaded to someone’s My Drive belongs to that person. If they leave and their account is removed, their files go with it unless someone transfers them. Files in a shared drive belong to the team. For invoices, HR files or client records, create a shared drive (or use one you have) and give the right group access there, rather than relying on a folder shared out of one person’s Drive.

Keep the tree shallow and predictable

People browse by one or two things: usually the kind of document and then a name or a month. A good starting tree for accounts payable looks like this:

LevelBuilt fromExample
Folder 1Document typeInvoice
Folder 2VendorNorthwind Supply
File nameInvoice date and invoice number2026-09-14_INV-20931.pdf

The details you search or report on (purchase order, total, due date) belong in the file’s details rather than in more folders. Our automatic file naming guide goes through conventions for other document types.

Decide which account uploads

The account that signs in owns the uploads in My Drive and appears as the uploader in a shared drive. A dedicated scanning account that belongs to the team keeps working when one person is on leave. If your organization uses Google Workspace and limits which third-party apps people can connect, your Workspace administrator may need to allow CapturePoint before anyone can sign in.

Step by step with CapturePoint 6

CapturePoint 6 is document capture software for Windows. It scans from TWAIN scanners or imports PDF, TIFF, JPEG, PNG, BMP and GIF files, splits stacks into documents, recognizes each document type and reads the fields, all on the PC. Then it files the finished PDF where you choose. These steps assume a job is set up; pointing it at a folder of sample documents sets one up without questions, and ten ready-made sample jobs are included.

The CapturePoint 6 review screen, not a Drive screen. The fields it reads (here vendor, invoice number, invoice date, purchase order and total) become the file name parts and the details on the Drive file.
  1. 01

    Set the naming

    In Job setup › Export, choose Change how files are named and set the folders and file name for each document type. Drive gets exactly the folders and names the job builds.

  2. 02

    Add Google Drive as another destination

    Choose Other destinations, then Google Drive. Documents still go to the job’s own folder or Content Central as well, so you keep a local copy.

  3. 03

    Sign in to Google Drive

    CapturePoint opens Google’s sign-in page in your browser. Finish signing in there; the card then shows the account and opens the folder picker.

  4. 04

    Choose the folder

    “Choose a Google Drive folder” lists My Drive, folders shared with you and your shared drives. Search, walk in, use New folder if needed, then choose Use on the folder.

  5. 05

    Keep the details option on

    Also add the values to each file’s Drive details is on by default. It is what makes the values visible and searchable in Drive.

  6. 06

    Save and test

    Save, then Test delivery: it puts a small PDF in the folder and removes it, so you know the account can write there. If the job exported documents earlier, CapturePoint offers to send those too.

What arrives in Drive

Take the sample Northbridge Office Supply invoice from the screenshot above. In Drive you get:

  • One searchable PDF in the folders the job’s naming built, under the folder you chose.
  • A description with one line per field, for example Vendor: Northbridge Office Supply, Invoice number: INV-2401, Purchase order: PO-1031, Total: 480.00. Open the file’s details panel in Drive to see it.
  • Properties on the file holding the same values for other tools and scripts. Drive does not allow spaces in a property name, so Invoice number is stored as Invoice_number; the description keeps the field’s own name.
  • The values inside the PDF as its title, subject and keywords, so they stay with the file if it is downloaded or moved.
In CapturePoint 6, the job’s local folder export still makes a searchable PDF, a data file with every captured value and a text file. Drive receives the PDF, with the values inside it and in its details.

Drive limits how much a property can hold and how many one app can add to a file. Very long values are shortened in the properties; the full values stay inside the PDF.

Finding documents later

Because the values are in the name, the description and the text layer, ordinary Drive search works the way people expect:

  • Type an invoice number such as INV-2401 into Drive search to go straight to it.
  • Type a vendor name to find every document from them, wherever it was filed.
  • Browse Invoice › Northwind Supply to see one vendor’s invoices in date order, because the file names start with the date in year-month-day form.
  • Open any file’s details panel to read its captured values without opening the PDF.

Pitfalls to avoid

Uploading into one person’s My Drive

It works on day one and causes trouble when that person changes roles. Use a shared drive for anything the team depends on.

Synced folders that lose the details

Scanning into a folder that Drive for desktop syncs is quick to set up, but only the file travels. Names and folders are whatever the scanner software made, and no values reach the file’s details.

Stacks scanned as one file

A 60-page scan of 25 invoices is one file in Drive unless something splits it first. See batch scanning and document separation for the ways to split a stack reliably.

The PC is off

CapturePoint uploads from the PC while the app is open. Documents exported while it is closed wait and go when it next opens; a dropped connection is retried on its own, and nothing is sent twice. If Google stops accepting the sign-in, the card says how many documents are waiting until you sign in again.

The folder is moved to the trash

If someone trashes the destination folder, waiting documents say that Google Drive no longer shows it, with a prompt to choose the folder again. Pick a new one and send them; nothing is lost.

Private values in names and descriptions

Anyone who can open the folder can read file names and descriptions. Leave tax IDs and account numbers out of the naming, and check who the folder is shared with before turning on details for sensitive document types.

Using Microsoft 365 instead? The SharePoint and OneDrive guide covers library columns. For CapturePoint setup articles, see the CapturePoint help library. CapturePoint 6 can also send to Dropbox, with the values inside each PDF, and to Nucleus One, filling fields with the same names.

For the product side:

Questions about scanning to Google Drive

Can CapturePoint 6 send to a shared drive?

Yes. The folder picker shows My Drive, folders other people shared with you, and the shared drives you are a member of. You can make a new folder from the picker too.

Where do the captured values go in Google Drive?

Into the file’s description, one “Name: value” line per field, which people see in Drive’s details panel. They are also stored as properties on the file for other tools, and written inside the PDF itself.

Does Google Drive search find text inside the scans?

CapturePoint sends searchable PDFs, which carry the words on the page as text. Drive search also covers file names and descriptions, so a vendor name or invoice number finds the document either way.

Will two documents with the same name overwrite each other?

No. Drive allows two files with the same name in one folder, which gets confusing, so CapturePoint files the second one as -2, then -3, the same way it names the local copy. It never overwrites and never sends the same document twice.

Does my scanner need to support Google Drive?

No. CapturePoint 6 scans from TWAIN scanners on a Windows PC, or imports PDF, TIFF, JPEG, PNG, BMP and GIF files, and does the upload itself.

Next step

Scan once. Find it in Drive by name, vendor or number.

Download CapturePoint 6, try a sample job, then connect a Google Drive folder.

Windows 10 or 11, 64-bit. The free trial starts the first time you open it, with no form to fill in.