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 Side Menu
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 + icon to add more document templates.
Choose the document template from Google Picker
Google Slide templates
Note: Fillable Document supports Google Slide templates also.
Open the left-side nav.
Click on the "+" icon and select the required Google Slide template.
Google Sheets templates
Note: Now Fillable Document supports Google Sheets templates also.
Open the left-side nav.
Click on "+" icon and select the required Google Sheets template.
Click on save to save the configuration.
Support several formats:
Now users can attach the generated fillable document in various formats.
Click on the arrow 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.
How does it look in the Form?
You can see your templates in the tabular form in the web form
You can navigate between templates by click on the tabs.
How the output document look like?
After filling the form you can see the outputs generated for each document templates separately.
