What is Publish Form?
Publish Form is a feature where users can create a fillable document and publish it to end-users for submitting and generating documents.
Two modes of Publish Form
Publish Form as a Logged In User (asks for google login before submitting a form).
Publish Form as an Anonymous User (logging in as an anonymous and submitting form).
How do I publish fillable document?
Open Fillable Document add-on in your Google Document
Click on Publish Form button
After clicking the button you will be redirected to the Publish Setting page as below.
Authorize with Google Log In before you publish the Form.
After log in click on the "Publish Your Document" and get the published document link.
Unpublish the Form: Unpublish the form by clicking on the unpublish option provided in the published settings.
Select the Embed section & copy the HTML code and use it anywhere in website or anywhere required.
Mention the required height & width.
Advanced Publish Settings
Publish form settings are the actions that need to happen automatically when end-users submit the form.
To enable publish form settings click on Settings Tab.
Store Form Responses(default): Saves the form responses into a specified destination spreadsheet.
Generate Document: Generate the document automatically once the form is submitted.
Send Email(s): Send email(s) automatically once the form is submitted.
Select the default template required. All the available templates will be displayed here.
Select the heading for the successful form submission.
Mention the required message that needs to be shown when the form is submitted.
Select the button label for the published form submit button.
Mention the required button tooltip that needs to be shown of the published form submit button tooltip.
Download Generated Documents:
Switch on Allow end-users to download generated documents to allow end-users to download the files from published forms.
Select the required formats that need to be downloaded.
Redirect to a website: Once the published form is submitted by an end-user, he/she can be redirected to a new website as per your requirement.
Select Redirect Automatically so that once the published form is submitted it will redirect automatically to the mentioned redirect URL.
The website URL can be dynamic also. Users can click the three dots and insert the required field that contains the URL.
Provide the redirect website URL.
Provide the redirect message required.
Show a Button with Caption:
Select Show a Button with Caption so that once the published form is submitted a button will be displayed. Clicking on the button will redirect you to the URL.
Provide the redirect website URL.
Mention the redirect button caption.
Branding is the process of representing your organization as a personality. Now users can add branding to your published form with all the required branding details.
Switch on the Show toolbar to show your branding details in toolbar.
Switch off if branding is not needed.
If branding is switched on
Mention the URL of the logo that needs to be displayed in the toolbar.
Mention the link URL for the logo.
Mention the title that needs to be displayed in the toolbar.
The published document will have the logo and its corresponding link in the toolbar.
Now users can receive payments via Fillable Document, to do that, you need to just configure your Stripe and Paypal accounts as per this documentation and you're all set to receive the payments.
Now you can visualize your published form by using the following
Enable Field Control: This option enables the Field control panel in the sidebar to quickly view, navigate and control fillable fields.
Open Field Control: This option brings the Field control panel expanded by default.
Show Progress Bar: This option enables to show the progress of the form visually.
Enable Full Screen
Enable Full Screen:
This allows the users to open the published document in full screen mode.
This option allows the users to Zoom in or Zoom out the document as per their requirement.
If the Allow Zoom in/ Out is checked on, then an option to zoom in/ out will be displayed in the published document.
If the Allow Zoom in/ Out is unchecked, then the published document will open with the mentioned default zoom size.
This option will allow users to adjust the width of the document.
If the Allow Resizing width is checked means then you can resize the width of the published document.
If the Allow Resizing width is unchecked means then you cannot resize the width of the published document. The published document will open with the default mentioned width.
The progress bar will show the progress of your document.
If all the fields are filled then the progress bar will show 100 percentage.
If all fields are not filled the progress bar will show only the progress percentage of the filled fields.
Always ask Google LogIn: Switching on this will always ask Google Login.
Note: Don't switch on this option if you want to publish the document anonymously.
Control who can access the published form.
You can restrict your audience by certain criteria's
Emails - Allow only given emails to access the form.
Domains - Allow only the emails includes the given domains to access the form.
Control how many times the published form can be accessed:
You can set attempts to your audience.
Save draft responses
The save draft responses will save your drafts in a separate tab in your destination spreadsheet.
Note: You need to Switch on Always ask Google Login to access Save draft responses.
Once you start filling a published document a new tab will be created in the destination spreadsheet in the name "FD_Draft".
If you haven't submitted your details then all your filled details will be saved in the draft spreadsheet.
Once you open the document again, all the details that you have entered will be displayed there.
Now once you submit the form the data will be submitted.
Also the file that is created in the Draft tab of the spreadsheet will be cleared.
NOTE: The drafts are only for the individuals and identified by the logged in email id