Setup

How to setup Fillable Docuement

Welcome Page

  • Click on "Add-ons" Menu > Fillable Document > Start Setup

Try demo samples to understand the workflow

or

Start setting up fillable document directly

Setting up the configuration

1. Setup Destination Spreadsheet

The settings section provides configurations required for running the "Fillable Document" add-on

  • Spreadsheet
  1. To store the user inputs.
  2. You can configure the existing spreadsheet or else create new one.


2. Setup Destination Folder

Configure the drive folder to store the generated documents.

You can create new folder or select existing one from drive.

Generate PDF :

If you want to store the form as PDF file you can click on the button "Publish PDF also"

Document Name :

You can name your document based on a field value by clicking on the rightmost button next to the text file by clicking on it you can insert multiple values of fields as the form name

For.eg: If you want to differentiate each form by the name of the applicant you can insert the name field so the name of the applicant will be saved as the output spreadsheet or PDF name

3. Setup Email Template

If you want to send the data as email click on "Send Email" button

If you want to attach PDF with the email you can select "Attach PDF" button

Click on "Edit Email Template " to edit the email to be send. This will be explained Briefly below

  • Click Done

Setting up fillable fields

Setting up fillable fields

  • Now You get the screen as shown to do the following
    • You can see list of fields and create new fields.
    • You can open live fillable form by clicking on one of the "Open Web Form" section.
    • You can select the templates or you can use your own document as template for the form.
    • Fill the document template from side bar.


Creating new fillable field

  • Click on "Create new Field" to create a new field
  • Once you click on create new field you have to fill out the following fields
  • Field name : Name of the Field
  • Type: Select the type of the field from the drop down several types including date, text, number etc
  • You have to choose it is mandatory to fill out the field in the form by clicking on the required button
  • Description:You can write a few lines about the field
  • Click on Include button to include the field in the document
  • Click on save to save the field
  • click to back to field list to abort the process
  • You can insert the field into the document using the 'Place' icon show here

ADDING AND REMOVING FIELDS

  • Once you save a field the field will be created and the field name will be displayed in the field list
  • You can create any number of field by following the above procedure
  • click on the first button right next to the field name to add the field in the document
  • click on the second button right next to the field name to remove the field.

OPENING THE FORM

  • You can see Preview of your form by clicking OPEN FORM (Second Tab, Document Icon).
  • If you want to Open it as a Web App , You can Click on the "OPEN FORM AS WEB APP" button. This will open the form in a new web page.

Setting up Collaborators to Fillable Document file

  • Collaborators

You can share your document with another using

collaborator method

Click on the add button to add collaborators

this will be explained briefly below

Give the mail address of the person to share the form

Click on add button to add the corresponding mail address as one of the collaborator

Click on the close button to cancel


Note : Adding collaborator shares the document, configuration spreadsheet and folders with the collaborator.

Setting up Email Template

Clicking on edit email template will lead you to the following screen

You can provide the From name and To mail id

Select Attach Doc or Attach PDF as required

Edit the default template as per your convenience and click on save.

Congratulations. Now you are done with setup.