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Installing RideSheet#

Before you begin installing RideSheet, you may want to review the Getting Started guide for an overview of RideSheet and its requirements.

Set Up Google Workspace#

RideSheet requires a Google Workspace account. If you haven't already, you'll need to:

  1. Sign up for Google Workspace
  2. Verify your domain ownership through the Google Workspace admin console
  3. Set up user accounts for your organization

Create a Copy of RideSheet#

Open the public RideSheet template.

Make Your Copy#

  1. Open the template while logged in with your Google Workspace account
  2. Select File > Make a copy
  3. Choose a location for your copy:
    • We strongly recommend using a Shared Drive rather than My Drive
    • Shared Drives provide better permission management and ownership transfer capabilities
  4. Give your copy a name and click "Make copy"

Screenshot showing how to make a copy of RideSheet

Important

Create this copy while logged in as a user attached to your Google Workspace account. This ensures proper permissions and ownership.

Run the New Installation#

After your copy opens, a welcome message will appear automatically. It will confirm that you have a fresh copy of RideSheet and provide instructions for completing the setup.

  • Select Set Up New Installation from the New Install menu

Authorize RideSheet#

  1. A dialog will appear asking you to authorize the script — click OK
  2. If prompted, validate your identity and account
  3. Google will display a warning that it hasn't verified this app
    1. Click Advanced
    2. Click Go to RideSheet (unsafe) to proceed
  4. Review the requested permissions and click Select All, then Continue

Unverified App Warning

Seeing this warning is normal for RideSheet. Because RideSheet is open source, you can review exactly what it does before authorizing. See the Permissions page for a full explanation of what permissions are requested and why.

Set Up RideSheet Folders#

The installation process will walk you through two setup steps, each requiring you to create a folder in Google Drive and paste its URL into RideSheet.

Step 1: Driver Manifests Folder#

RideSheet saves driver manifests as PDFs or Google Docs. You need to specify a folder where these will be stored.

  1. The installer will suggest the name RideSheet Driver Manifest — copy it
  2. In a new tab, open Google Drive
  3. Navigate to your RideSheet folder and create a new folder with the suggested name
  4. Open the new folder and copy its URL from the browser's address bar
  5. Paste the URL into the RideSheet installation prompt and click OK

Step 2: Settings Folder#

RideSheet also needs a folder to store the driver manifest template and other settings.

  1. The installer will suggest the name RideSheet Settings — copy it
  2. In Google Drive, navigate to your RideSheet folder and create a new folder with the suggested name
  3. Open the new folder and copy its URL from the browser's address bar
  4. Paste the URL into the RideSheet installation prompt and click OK

After a brief pause, you will see an Installation Complete message.

After Installation#

Once installation is complete:

  • Open your RideSheet Settings folder in Google Drive — you will find the RideSheet Manifest Template there, which you can customize to match your organization's preferred manifest format
  • Refresh the spreadsheet — the RideSheet menu will be available and the New Install menu will be gone

Next Steps#

Once installation is complete, proceed to the Configuration section to set up your RideSheet instance for your organization.