Document Template

What is Document Template?

Document template refers to a sample file in the blank document that can help in saving time. It contains a pre-defined formatting style, graphics, tables, objects, and other information.

How it works in Fillable Document?

Fillable Document uses Google Docs as a template for building online Fillable Forms and hence users can visually prepare the form with any of their documents as a template

How to build the template

The first step is to create a template document.
Prepare a document with dynamic fields.
Dynamic fields will be indicated by the ${field} format. For Example ${Company}.

Types of templates supported in Fillable Document

Fillable Document supports two types of Google templates

Google Docs template
Google Slide template
Google Sheets template

How to setup Document Template in Fillable Document?

Open Fillable Document add-on

Click on Document Templates

Google Docs templates

Select the Google docs template required.
Your active document will be set as a primary document template.
Click on the + Add Template button to add more document templates.
Choose the document template from Google Picker

Google Slide templates

Note: Fillable Document supports Google Slide templates also.

Click on the + Add Template and select the required Google Slide template.

Google Sheets templates

Note: Now Fillable Document supports Google Sheets templates also.

Click on + Add Template and select the required Google Sheets template.
Click on save to save the configuration.

Document Template Options

Click on the vertical 3-dot button to view the document template options.
- View Details: Check all the possible formats available to attach generated documents
- Open Document: Open the document in a new tab as needed.
- Delete Template: Delete the document from the Document Template section

Support several formats

Now users can attach the generated fillable document in various formats.
Click on the View Details button to check all the possible formats available
The currently supported formats are

Google Document
PDF Document
Microsoft Word
Open Document Format
Rich Text Format
Plain Text
HTML
Zip

Select the required formats that need to be generated.

Click on Save to save the settings.

Share Generated Document Attachments

Now users can share the generated document with configured recipients.
When you select each document format, the share icon will be enabled.
Once you click the share icon, the Add Recipient button will appear below the selected format.
Click the Add Recipient button and provide the recipient's email address
Click the default editor button to choose permission for that shared generated document.
Available Permissions: Editor, Viewer, Commenter (Note: Permissions will change based on the chosen format).
Click the Silent button to enable the custom notification while sharing the generated documents.
Provide your notification message in the input.
Click the Delete icon to delete the recipient's configuration.