Tips to Set Up Your First Workflow
Mode 1: Create Approval Workflow Only
1.1 Add Static & Dynamic Recipients
1.3 Set Conditions for Recipient
Mode 2 & 3: Generate & Send PDF/document only
2.1 How to generate PDF/document
2.2 Common file template errors
2.3 Send PDF/documents to recipients
2.4 Send PDF/documents to respondents
3.1 Combine Modes – Setup File Template
3.2 Combine Modes – Add recipients
Email Settings & Features:
4.1 Options for Sending Final Email
4.2 Enable/Disable Sheets Report on Final Email
4.3 Show File Attachment Link On Emails
4.4 Resend Email to Recipient & Edit Recipient Email
4.6 Dynamic Fields of Custom Email Template
Team Plan:
Additional Features:
6.1 Set Reminder & Auto Approve/Reject
6.2 Resend All Pending Requests
6.5 Approval Link Authentication
6.7 Transfer Paid Plan To Other User
Learn how to set up file template in Combine All Modes.
To begin, on your Configuration menu select Document & PDF tab.
In this guide, we will suppose that you already know how to make a file template (check out this guide in case you haven’t known).
Step 1: Create Google Docs file template & add it to the add-on
First, click Select template to open a Google popup where you can select your Google Docs file template.
After adding file template, check out Document Fields below. If you only see green check marks, it means your file template set-up is ready.
While setting file template, you may encounter two common errors, which we highly recommend checking out our guide about common errors in setting file template and how to solve them.
Step 2: Select Destination Folder where you want to save generated files
After Step 1, scroll-down the add-on menu to the Destination Folder section.
Click on “Change destination folder” to open another Google popup, which allows you to select which folder you want to save your generated files to.
Step 3: Set Naming Rule for your generated files (optional)
At the bottom of the add-on menu, you will see the final section called “Document Naming“.
This section will determine how your generated files will be automatically named.
By default, the generated files will be named as: #<<Request Number>> <<Form Name>>
(An example generated file name would be: #8 Purchase Request)
Of course, you can change the naming rule by using these three Standard Fields:
- <<Timestamp>> is the time when a particular submission is sent
- <<Request Number>> is the order number of a particular submission
- <<Form Name>> is the name of your form