Visually Build Fillable Forms
Visually Building Form
The Concept of Doc Template
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}.
The form data that is entered in the corresponding dynamic fields will be stored into Google Sheets and merged (replaced) in the generated document/ PDF.
Form - Building Blocks
Sidebar Setup Wizard
Fillable Document provides a sidebar to your Google Docs, Sheets, and Slides from which you can configure it.
When you open Fillable Document for the first time, Fillable Document provides step by step guided wizard to set up or to try Demo. Learn more on how to set up Fillable Document for the first time.
Once Start setup is selected, the following screen appears.
Click on Automatic Setup to setup the document automatically.
Click Manual Setup to setup the document automatically.
Once the form is configured successfully with Automatic setup the following screen appears.
Click on Explore Now to explore more.
Sidebar Menu
Once setup is complete, Fillable Document takes you to the Home page (initial screen). The sidebar has a menu (top left corner) to perform various configurations.
Clicking the Home icon will lead to the initial screen.
The Document Template is a place where you can find your templated documents.
Destination will help to configure the destination spreadsheet and destination folder to save the generated data & documents.
The Email Template helps to configure templates of email messages that are used while delivering generated documents.
The Collaborators help users to share Fillable Document & configuration settings with others.
The Quiz will help users to set up Fillable Document as Quiz.
The Template Gallery contains sample templates with pre-defined configurations.
The Account will show the details of your account: Plan, Validity, and Usage details
The Pricing leads to the payment screen where users can purchase subscriptions.
About will provide information about Fillable Document and links to further learning.
Template Gallery - Google and Fillable Document
You can use templates from Google Docs or Google Slides or Fillable Document
Templates are available from docs.google.com & slides.google.com
In Fillable Document you can find some of the pre-configured Document templates in Template Gallery.
Click on Menu > Template Gallery, You can view some sample templates and try using them.
Automatic listing of Dynamic Fields
Once the templated document is created with dynamic fields with ${field} format, open the Fillable Document add-on from the document.
Fillable Document will automatically list all the dynamic fields from the document.
Field List - Create, Edit, Delete
Users can Create, Edit, and Delete the fields whenever required.
Click on the search field to search the required field.
Click the plus icon to add new fields to the document.
Click the refresh icon to refresh the fields from the document.
Click on Reorder Fields to reorder the fields as per the template.
Click the trash icon to delete the fields.
Open the field to edit the field.
Field Types
Fillable Document supports a rich set of field types.
You can configure the dynamic fields as required using Standard Field Types or Rich Field Types
You can also try Advanced Field Options to customize as per your requirement.
Field Configuration
Click Create New Field to create a new field.
Mention the required field name.
Select the required field type.
Enter the default value.
Mention test cases if required.
Choose a default value. This value will be displayed as the default field value.
Switch on mandatory if the field needs to be made mandatory.
Mention the description as required.
Switch on Response validation if required.
Select the response value.
Mention the required custom error message.
Check on the first checkbox to enable show as placeholder.
Check on the second checkbox to enable custom placeholder.
Mention the custom placeholder text required below.
Switch on Match Pattern if required.
Select the required width in px.
Switch on Custom CSS if required.
Switch on Generate QR code to generate QR code.
Select the width and height of the QR code as required.
Switch on preview QR code in the form to show a preview of the QR code in the form.
Switch on Mark as a quiz field to mark that particular field as a quiz field.
Click on a Pin icon to insert the particular field into the document.
Click Save to save the field.
Click the Back to field list to go back.
Insert Field into Doc Template
Users can insert the required field into the document.
Click the Pin icon to insert the field into the document.
Text Case
Text case describes how characters are capitalized within a word or phrase.
The default text case type will be None.
The supported text cases are
Uppercase - Displays the texts in uppercase (eg: FILLABLE DOCUMENT)
Lowercase - Displays the texts in lowercase (eg: fillable document)
Titlecase - Displays the texts in titlecase (eg: Fillable Document)
Clone Fields
Clone service in Fillable Document makes an identical copy of the existing service. This comes very handy to users as they do not need to repeat configuration for multiple services.
Click the three dots near the service.
Select Clone. This will create an identical copy of the service.
Click on Delete to delete the service.
Quick Field
Select any text in the document and then click on the Quick Field to make the text as a dynamic field immediately.
The dynamic field will be automatically updated in the Fields list of the Fillable Document.
You can use all these tools to build the Document visually as a Form.