Fillable Document for Google Drive




What?

“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 install it?

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.

Or you can directly reach the addon using this link : Fillable Document at Google Apps Store



How to use it?

There are two broad areas 
  • Setup the form, fields, destination and notification.
  • Open as form to publish and notify.


Setup


  • Click on "Add-on" > "Fillable Document" > "Setup". You get the following screen.



  • Move to "Form" tab Setup the Form Destination & Email Notification


  • Setup Destination Spreadsheet (Optional)
        You can setup the destination spreadsheet in which form data to be stored


You can let the add-on create a new spreadsheet or choose existing spreadsheet using Google picker


You can browse to the destination spreadsheet by clicking on the icon highlighted below.



  • Setup Destination Folder
You can let the add-on create a folder or select an existing folder in which the document needs to be published as Google doc & pdf.


You can browse the folder by clicking on the icon highlighted below



  • Setup Delivery Options
        You can setup the delivery with attachment options and email template as below.


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





  • Move to "Fields" tab create or setup the Fields in the Document

  • You can create new field by clicking in "Create New Field"
  • You can edit the field by clicking on the field to change the name or type etc.
  • The available field types are listed in the drop down to choose from


  • You can insert the field into the document using the below icon
  • Now you are done with setup


Open the Document as Form


  • Move to "Start" tab
  • Click on "Open as Form" button, you see the below 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 the below


  • To send email notifications, click on the "Send Email" button. You will see below 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



Explore and generate your documents from template and deliver.

Reach us on support@jivrus.com or Contact Us in case of any issues or queries