Fillable Document for Sheets

How to setup Fillable Docuement for Sheets

Welcome Page

Try demo samples to understand the workflow


Start setting up fillable document for Sheets directly 

 Setting up the configuration 

The basic steps to configure Fillable Document for Sheets are

Setup document and fields with mapping

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 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

Control Center:

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

 Setting up fillable fields



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.