Fillable Document for Forms
How to setup Fillable Document for Forms
Welcome Page
Click on "Add-ons" Menu > Fillable Document for Forms > Start Setup
Try demo samples to understand the workflow.
or
Start setting up fillable document for Forms directly.
Once Start setup is selected, the following screen appears.
Click on Automatic Setup to setup the document automatically.
Click Manual Setup to setup the document automatically.
Once the form is configured successfully with Automatic setup the following screen appears.
Click on Explore Now to explore more.
- Setup Template and Map
Click Add Template to add new templates.
Select any template from Google Drive.
The template may be a Google Doc/ Google Sheet/ Google Slide file.
The select template with the fillable fields will be listed.
Click the delete icon to delete the template.
Click the open icon to open & view the template.
Click on Save to save the configuration.
This is the sample template selected.
Field Mapping:
The fields available in the template will be displayed below.
Click refresh to refresh the template document fields.
Click on the delete icon to delete the fields.
Map the fillable fields with the corresponding form fields.
That's it mapping is done.
2. Configure Storage
Choose or create a new spreadsheet to store data.
The selected spreadsheet will be displayed below.
Configure the drive folder to store the generated documents.
You can create new folder or select existing one from drive.
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.
Note: The Asset folder is created automatically by Fillable Document to store your external file like images, docs etc..
3. Configure Email
If you want to send the data as email click on "Send Email" button.
Click on Edit icon to edit the email template.
Click on the Attachments icon to add attachments to email template.
Clicking on the Add Drive file attachment will help you to add attachments from Google Drive to your email template.
Also, you can upload files from the form fields of Google Form.
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.
Control Center:
Generate Document should be enabled to generate the documents.
Enable Send Email to send Email if required.
Submit the form
Generated document
