Send PDF/Documents to Respondents

General Introduction

Select a Mode

Tips to Set Up Your First Workflow

Mode 1: Create Approval Workflow Only

1.1 Add Static & Dynamic Recipients

1.2 Set Multi-level Workflow

1.3 Set Conditions for Recipient

1.4 Add Form Respondent

1.5 Request Response Edit

1.6 Check Tracking Report

1.7 Add & Use Recipient Group

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

Mode 4: Combine All Modes

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

4.5 Customize Email Template

4.6 Dynamic Fields of Custom Email Template

Team Plan:

5.1 Add/Remove Users 

5.2 Share Edit Permission

Additional Features: 

6.1 Set Reminder & Auto Approve/Reject

6.2 Resend All Pending Requests

6.3 Manage Forms in Dashboard

6.4 Unique Request Number

6.5 Approval Link Authentication

6.6 Transfer Forms Data

6.7 Transfer Paid Plan To Other User

6.8 Avoid Automatic Approval/Rejection

6.9 Sign a Request

Quotas & Billing

Refund Policy

Understand how to send generated PDF & Google Docs files to your respondents.

In Generate & send document/PDF or Combine all modes, go to the Recipients tab, then Form Respondent section. Click on the Create Form Respondent button:

It will automatically create a new question called Respondent’s Email Address and a new dynamic field under the Form Respondent section.

Next, select Respondent’s Email Address for this dynamic field:

You can also edit this auto-created question to something else (e.g., “Your Email”), but remember to click Refresh so that the add-on will update the question:

After that, select the question again for the respondent’s dynamic field:

Then, select a generation role for the respondent in the drop-down list below the field:

There are five generation roles available:

  • Receive PDF: The respondent will receive only the generated PDF.
  • Can view document: The respondent will receive only the generated Google Docs file.
  • Can edit document: This respondent will receive the generated Google Docs file and be able to edit it.
  • Can comment document: This respondent will receive the generated Google Docs file and be able to comment on it.
  • None: The respondent will not receive the generated file.

Finally, click Save, and your respondents will receive a generated file when they submit responses to your Google Forms.

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