Smart Form Publisher

General Settings

Define how your documents are generated, where they’re stored, and how they’re named — the backbone of your Smart Form Publisher workflow.

Document Generation Criteria

Smart Form Publisher gives you control over when a document should be created from a form response.

  • All Responses: A document will be generated for every form submission automatically.
  • Based on Conditions (Optional): Define custom criteria — for example, generate documents only if a specific answer is selected, a checkbox is checked, or a quiz score meets a threshold.

💡 Tip: Use Google Form’s built-in quiz mode or conditional fields to collect data for filtering responses.

Document Generation Criteria

Select Template

Choose the Google Docs™, Google Slides™, or Google Sheets™ file that will serve as your template.

  • Select one template or configure multiple templates for different document types.
  • Smart Form Publisher automatically scans and detects all placeholders (merge tags) from your selected template.
Select Template

Don’t have a template ready?

  1. Click “Template Gallery” in the template section.
  2. Browse a variety of ready-to-use designs.
  3. Click “Make a copy” to save it to your Google Drive™.
  4. Return to the add-on and select the copied file.

Destination Folder

Specify where generated documents will be stored in your Google Drive™.

  • Create a new folder or select an existing one.
  • Each generated document will automatically be saved in this location.
Destination Folder

💡 Tip: Use separate folders for different projects or forms to stay organized.

Document Naming Convention

Personalize how your generated documents are named using placeholders.

{{Full Name}} - {{Form Name}}

Benefits:

  • Makes files easy to identify and organize in Drive.
  • Supports any valid merge tag or system-generated placeholder.
  • Include fixed text, underscores, or hyphens for better readability.

Example Outputs:

  • John Doe - Feedback Form
  • Invoice_{{Date}}_{{Client Name}}

Output Format

Choose the format for your published documents:

  • Google Docs / Slides / Sheets (default): Keeps the output editable in Drive.
  • PDF: Exports as a print-ready, non-editable file.
  • Image (PNG): Ideal for certificates or shareable visuals.

💡 Tip: Enable multiple output types — for example, save a PDF copy while keeping the Google Doc version editable.

Document ID / Numbering

Configure how unique document IDs or numbers are generated for each file.

  • Enable automatic sequential numbering.
  • Add a custom prefix or suffix (e.g., DOC-001, INV-2025-07).
  • Use this ID in your templates using a merge tag like {{Document ID}}.

This helps track and verify issued documents, especially when generating them in bulk.

By customizing these General Settings, you define the backbone of your Smart Form Publisher workflow — ensuring every document is generated, stored, and named exactly the way you want.