Fillable Document for Sheets

How to setup Fillable Docuement for Sheets

Welcome Page

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

Try demo samples to understand the workflow

or

Start setting up fillable document for Sheets 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.

Setting up the configuration

The basic steps to configure Fillable Document for Sheets are

  • Set up document and fields with mapping

  • Setup destination folder

  • Setup Email template.

Setup document and fields with mapping

  • Click Add Template to attach the required document.

  • Click the icon to view the selected templated document.

  • Click the delete icon to delete the selected spreadsheet.

  • Choose the input data set Sheet Tab.

  • Map the Doc fields to the corresponding sheet columns as required.

  • Click Save to save the setup.

2. Setup Destination Folder

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. Setup Email Template

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

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

  • Click Done.

Control Center:

  • Generate Document should be enable to generate the documents.

  • Enable Send Email to send Email if required.

  • The Total Generated shows the progress of the document generation.

  • Click on Test Generate to generate a specific row.

  • Select the specific row need to be generated.

  • Click on Test Now to test the specific row.

  • The Total Generated will show the total number of rows generated from the total rows available.

  • Click View Delivered Email to view the delivered email.

  • Switch on Auto run every hour to automatically run the process for every 1 hour.

  • Click on Bulk Generate to generate bulk documents.

  • Bulk generation can be done by 2 methods

  1. All Rows

  2. Matching Rows

  1. Click on All Rows & then Generate Now to generate all rows.

  2. Click on Matching Rows to generate documents based on conditions.

  • Select the Conditions to execute.

  • Choose the field required.

  • Select the operator required.

  • Mention the value required.

  • Click on "+" icon to add more conditions.

Click on Generate Now to generate the documents based on condition.

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.

  • 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

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.

OPENING THE FORM

  • You can see Preview of your form by clicking OPEN Web FORM.

  • Click on Publish Form to publish the document.

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

Congratulations. Now you are done with setup.