How does it work?

How to Install?

Option 1

  • Create new or open any of your Google Document template.
  • Go to menu "Add-on" and click "Get Add-on" and search for "Fillable Document".
  • Install it and start using it.


Option 2

Directly reach the add-on using this link in Google Chrome Web Store

Fillable Document at Google Apps Store


Option 3

Directly reach the add-on using this link in GSuite Marketplace

Fillable Document at GSuite Marketplace


Fillable Document, the easy way to visually integrate template and data in Google Document



“Fillable Document” makes Google document as live fillable form and store data, publish merged document with email notifications.


This “Fillable Document” add-on opens Google document as live fillable form with the ability to store data into Google spreadsheet, publish merged document as Google document & PDFs along with templated notifications.


This add-on makes template processing easy with Google document. It comes very hand when you want to generate proposal, contracts, agreements, certificates… anything that you have a template.


The fields are marked with ${field name} style in document or can be created in the sidebar and inserted into the document.


The data filled in the google document can be stored into a spreadsheet destination and be published as doc and PDF into a Google drive folder.

How to Setup?

  • Click on "Add-ons" Menu > Fillable Document > Setup
  • Move to "Form" tab
  • You get the screen as shown to do the following
    • You can see list of fields and create new fields
    • You can open form by clicking on one of the "Open Form" section
    • You can select the templates or you can use your own document as template for the form


CREATING NEW FIELD

  • Click on "Create new Field" to create a new field
  • Once you click on create new field you have to fill out the following fields
  • Field name : Name of the Field
  • Type: Select the type of the field from the drop down several types including date, text, number etc
  • You have to choose it is mandatory to fill out the field in the form by clicking on the required button
  • Description:You can write a few lines about the field
  • Click on Include button to include the field in the document
  • Click on save to save the field
  • click to back to field list to abort the process
  • You can insert the field into the document using the 'place' icon show here
  • You can choose an appropriate display type for the field


ADDING AND REMOVING FIELDS

  • Once you save a field the field will be created and the field name will be displayed in the field list
  • You can create any number of field by following the above procedure
  • click on the first button right next to the field name to add the field in the document
  • click on the second button right next to the field name to remove the field

OPENING THE FORM

  • You can open Fillable Document as a Form by selecting the "OPEN FORM" button
  • If you want to Open it as a Web App , You can Click on the "OPEN FORM AS WEB APP" button. This will open the form in a new web page.

SETTINGS

The settings section provides configurations required for running the "Fillable Document" add-on


  • Spreadsheet

choose weather to save the form data in the spreadsheet or not

you can choose an existing sheet by clicking on the choose button

you can create a new spreadsheet by clicking on the create button


  • Document

This section consists of two sections

1.Configure Folder

you can choose a folder to save data inside that folder

Click on Choose an existing folder

Click on Create to create a folder

If you want to store the form as PDF file you can click on the button "Publish PDF also"

2. Document Name

You can name your document based on a field value by clicking on the rightmost button next to the text file by clicking on it you can insert multiple values of fields as the form name

For.eg: If you want to differentiate each form by the name of the applicant you can insert the name field so the name of the applicant will be saved as the output spreadsheet or PDF name


  • Email

If you want to send the data as email click on "Send Email" button

If you want to attach PDF with the email you can select "Attach PDF" button

Click on "Edit Email Template " to edit the email to be send. This will be explained Briefly below

  • Collaborators

You can share your document with another using

collaborator method

Click on the add button to add collaborators

this will be explained briefly below

  • Step by step for setting up Collaborator

Step 1

Give the mail address of the person to share the form

Click on tick button to add the corresponding mail address as one of the collaborator

Click on the cross button to cancel

Step 2

Once you add an collaborator. you can give permissions to the collaborator.

clicking on the first button across the mail address of the collaborator will lead you to assign control

One cannot modify the controls to the owner of the document

Step 3

The Edit control provides Collaborators to Edit the document

The View allows the Collaborator to only view the document

You can delete an collaborator by clicking on the delete button next to the corresponding email


EMAIL TEMPLATE

Clicking on edit email template will lead you to the following screen

You can provide the From name and to mail id

Clicking on "Edit Email Template" brings the screen to setup the email template

Congratulations. Now you are done with setup.

Generate Document

To Open the Document as Form

  • Move to "Form" tab
  • Click on "Open as Form" button, you see this screen
  • Fill the fields in the document (In this example, an offer letter template document is used.)
  • Once done with filling all the fields, click on "Publish Document"
  • Click on "Open" buttons to open as Google document or PDF
  • The PDF appears similar to this

Deliver Document

  • To send email notifications, click on the "Send Email" button. You will see this screen.
  • You can make any modification on the To, Cc, Subject and Message fields and then hit on "Send" button.
  • The email is delivered to the mentioned email ids. A sample looks like the below

Publish Form

  • Click on Publish Form from the add on
  • Before enabling Publish Link make sure that your form is already published or click on "Publish Form".
  • You can Publish Form in four different ways

1. Email - Create a publish link and send email

2. Link - Copy the link and share

3. Embed HTML : Copy the HTML code with publish link

4. Anonymous Link : You can also create anonymous link for anonymous users.

Note : For creating Anonymous Link toggle switch(top right corner) need to ticked before Publishing.


Great.

Enjoy publishing and delivering documents with "Fillable Document"