Document Merge Policy

This Privacy Policy is designed to provide a clear understanding of what information we collect, why it is collected, how it is classified, how it is used, and the steps you can take to delete it.

Document Merge is an innovative add-on for Google Sheets and Google Drive that streamlines document management and communication by offering the following features:

1. Template Management:
   • Connects to your Google Drive to retrieve and manage document templates.
   • Enables you to select templates and integrate them with other tools seamlessly.

1. Spreadsheet Integration:
   • Reads Google Sheets data, including email addresses, column headers, and cell content.
   • Uses this data to create efficient workflows for communication and document generation.

1. Email Campaigns:
   • Automates email campaigns based on data within your spreadsheets, ensuring timely and personalized communication.

• Google Forms Integration:
  • Retrieves responses from Google Forms.
  • Generates files automatically upon form submission based on your pre-defined templates.

Document Merge is deeply integrated with your Google account. When installed from the Google Workspace Marketplace, you will be prompted to authorize specific permissions. These permissions are strictly used to execute the services you have requested.

To revoke Document Merge's access to your Google account, simply uninstall it via the Google Workspace Marketplace (see the “User Account Deletion” section below).

The add-on is built using Google Apps Script and operates exclusively on Google servers, ensuring reliability and security.

We prioritize your data privacy and ensure that your information is handled securely and responsibly:

No Data Sharing or Selling:

Information collected by Document Merge is never sold or shared with external parties.

Secure Data Storage:

In rare cases where data must be stored outside your Google account, we use Firebase, a secure and encrypted database by Google.

Most operations, including document generation and email automation, occur directly within Google Apps Script without any external data storage.

Compliance with Google API Policies:

Document Merge complies fully with the Google API User Data Policy, including the Limited Use Requirements.

If you decide to stop using Document Merge, you can uninstall the add-on by following these steps:

1. Go to the Google Workspace Marketplace Manage Apps page.
2. Locate Document Merge and click the menu icon next to it.

Select Uninstall from the dropdown menu.

We categorize data based on its sensitivity and security impact to ensure it is handled appropriately:

Confidential Data:

Accessible only by you.

Examples: Emails in your Gmail account and files in your Google Drive.

Document Merge does not access or process this data.

Sensitive Data:

Essential for delivering services.

Examples: Recipient email addresses, column headers, and email content.

This data remains under your control within your Google account.

Shareable Data:

Data you may choose to share with the Document Merge Support Team for troubleshooting.

Example: Shared Google Sheets or Drive files.

Once your issue is resolved, we recommend revoking access to shared files.

Public Data:

Publicly available information, such as content published on Findata’s website.

Private Data:

Managed and backed up solely by the user.

When you install Document Merge, you are prompted to authorize specific permissions. Here's why each is necessary:

Google Drive Access:

To retrieve and manage document templates.

To save generated files directly to your Drive.

Google Slides, Docs, and Sheets Access:

To use these files as templates for document generation.

To update spreadsheet data as part of your workflows.

Google Forms Access:

To retrieve form responses and generate corresponding documents.

Email Sending Permissions:

To automate sending files as attachments to recipients identified in your spreadsheets or form submissions.

External Service Access:

To interact securely with Firebase, which stores minimal user data.

Trigger Permissions:

To enable automation features, such as file generation triggered by Google Form submissions.

Document Merge stores minimal data in Firebase (Google Cloud Platform) as follows:

User Identification:

Gmail address and username, used to identify you as a Document Merge user.

Mailing Data:

Subject lines, email drafts, and their formats.

Files and Content:

Identifiers for your spreadsheets and worksheets (e.g., file and worksheet IDs).

Note: We do not store spreadsheet data, recipient details, or any confidential content.

Subscription Details:

Plan type (e.g., Premium Individual or licenses).

Transaction details (via PayPal or Stripe).

Campaign Settings:

Saved inputs, such as sender names and recipient columns.

• Firebase ensures compliance with top security standards, including encryption.
• Data access is restricted to authorized Document Merge staff, who are committed to maintaining confidentiality.

We retain collected data only as long as necessary to deliver the requested services. Stored data is protected against:

• Loss or theft.
• Unauthorized access, disclosure, or use.
• Modification or tampering.

This Privacy Policy may be updated periodically to reflect changes in services or legal requirements. Updates will be posted on our website at Findata Privacy Policy.

• Continued use of Document Merge constitutes acceptance of these updates.

If your organization requires explicit notifications of changes, email support@marys-team.com to join our notification list.

Sherz Trading LLC, the company behind Document Merge, manages this Privacy Policy and is committed to protecting your data.