Add Multiple Document Templates
How to setup Multiple Document Template?
You can set up any number of documents templates to your Fillable Document setup. Let's understand the templates concept with a employee Job Offer Letter.
Use case:
Company XYZ needs to send the internship offer letter and the stipend offer letter to the newly hired employee.
Step 1: Prepare Document Template
Open a Google Document
Prepare document with content and dynamic fields(with ${} notation)
For our user case we will create two template documents as follow.
Internship Offer Letter Template
Stipend Offer Template
Step 2. Open a Fillable Document on top of first document template
Step 3. Move to document templates section
Step 4. Add multiple document templates(optional)
Open the Document Templates section.
See your primary document template(cannot be deleted)
Click on add button to add more document templates
For our scenario we will add our second document template(i.e Stipend Offer Letter).
After adding the templates you can see all the dynamic fields from the selected templates in field list.
By default fields type will set to Text type you can change it to any field type.
Step 5. Open the Web Form to fill the live form
Click on the "Open Web Form" option.
You can see the multiple tabs on the top of your form
Click on the tab to navigate through the templates
Step 6. Fill the form
Start filling your form
When you fill the first template all common fields inside second template will be auto filled.
Fill all non-filled fields from the second template
Step 7. Generate the document
Two separate files will be created based as per the your templates settings
Step 8: Deliver the generated files
