Publish Form

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

  1. Publish Form as a Logged In User (asks for google login before submitting a form).

  2. 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.

  • Authorise 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.

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

  • Users can set four different actions on the published form.

  1. 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.

  1. Save draft responses: Switch on this to save the responses as drafts.

Note: This feature will be available only when always ask Google LogIn is enabled.

  1. Enable Field Control: This option enables the Field control panel in the sidebar to quickly view, navigate and control fillable fields.

  2. Open Field Control: This option brings the Field control panel expanded by default.

  3. Show Progress Bar: This option enables to show the progress of the form visually.

  4. Store Form Responses(default): Saves the form responses into a specified destination spreadsheet.

  5. Generate Document: Generate the document automatically once the form is submitted.

  6. 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.

  • 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.

  1. 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.

Redirect Configuration:

Redirect Automatically:

  • 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

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.

With Branding

Without Branding

Payments

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

Visualize form

Now you can visualize your published form by using the following

  • Enable Full Screen

  • Zoom

  • Width

Enable Full Screen:

This allows the users to open the published document in full screen mode.

Zoom:

  • 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.

Width:

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.

Progress Bar

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.

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