Fillable Document

How to setup Fillable Document

Welcome Page

Try demo samples to understand the workflow


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

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 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.

Note: The Asset folder is created automatically by Fillable Document to store your external file like images, docs etc..

 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

Customising 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.

 Setting up fillable fields

Creating new fillable field



Setting up Collaborators to Fillable Document file

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.

Congratulations. Now you are done with setup.