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.
Auto Detect
The "Auto Detect" feature will intelligently identify potential fields based on the content of the active document, making them fillable fields efficiently and smoothly.
Instead of manually creating new fields, this feature will identify all potential fields from your document content. It can detect various types of potential fields, such as names, numbers, dates, times, URLs, mentions, currency, phone numbers, and more.
There are two different methods to identify potential fields: One-By-One and Bulk. These methods allow users to choose the approach that best suits their needs. Let's explore more about this feature below.
Auto Detect - One-By-One
When you click the "Auto Detect" button, a pop-up will open. In this pop-up, you will see two options for auto-detection: "One-By-One" and "Bulk."
If you choose the "One-By-One" method, a new pop-up will appear and identify the first auto-detected field in the document. At the same time, the field will be highlighted in your document, allowing you to verify which fields have been identified.
The pop-up will display a question, such as
"Identified potential fillable field John Doe. Do you want to make this a fillable field?" and if similar potential fields are found, it will show those instances as well, labeled as "2 instances identified for this field".
The pop-up offers three options: Yes, Skip, and Close.
Yes: If you click "Yes," the identified potential field will be inserted as a fillable field in your document and automatically added to your fields list. The process will then move on to identify the next potential field.
Skip: If you click "Skip," it will immediately detect the next potential field, which will also be highlighted in your document.
Close: If you click "Close," the auto-detect operation will quit, the pop-up will close, and the highlighted color will disappear from the document.
This method allows you to identify potential fields one by one and make adjustments as needed.
Auto Detect - Bulk
When you click the "Auto Detect" button, a pop-up will open. In this pop-up, you will see two options for auto-detection: "One-By-One" and "Bulk."
If you choose the "Bulk" method, a new pop-up will appear and identify all the possible potential fields in the document at once, listing them in a table with checkboxes that are selected by default.
The pop-up will display a question, such as "question," and if similar potential fields are found, it will show those instances as well, labeled as "message."
The table contains the following columns: S.No, Select All checkbox, Potential Field, Instance, and Fillable Field. Below the table, you’ll find the "Make (n) Fillable Fields" and "Close" buttons.
S.No: Lists all the fields with a count, allowing you to know how many fields have been identified.
Checkbox (Select All): By checking this box, all fields will be selected for insertion. If unchecked, all fields will be deselected. You can use this checkbox to select or deselect all data at once. If you wish to select specific fields, you can check each field's individual checkbox.
Potential Text: This column lists all the identified potential fields, so you can see the potential fields from your document.
Instances: If the same potential field is identified multiple times, this column shows how many instances occur in the document.
Fillable Field: This column shows how the identified potential fields can be converted into fillable fields.
In this pop-up, you can review all the potential fields at once and choose which fields should be inserted into your document. Based on your selection, the count of chosen fields will be displayed in the "Make (n) Fillable Fields" button.
If you click this button, the process of making fillable fields will begin. As each selected field is successfully processed, it will appear as disabled, and an informational message will be displayed, for example, "4 of 19 fillable fields have been successfully processed." The count will update based on the number of fields that have been made fillable, so you can easily track your progress.
Note: While processing, do not try to close the pop-up, as you may lose the previous details. Once the selected potential fields are made fillable, they will automatically be removed from the list, and the remaining fields will appear as usual. The fields will also be automatically added to your fields list, allowing you to close the pop-up and review them.
Through this approach, you can efficiently manage bulk auto-detected fields and make adjustments as needed.
Quick Field
Select any text in the document and then click on the highlighted Quick Field Icon 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.
Quick Field(Legacy)
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.