How it works?
How to Install?
Option 1
- Create new or open any of your Google Slide.
- Go to menu "Add-on" and click "Get Add-on" and search for "Fillable Slide".
- Install it and start using it.
Option 2
Directly reach the add-on using this link in Google Chrome Web Store
Fillable Slide at Google Apps Store
Option 3
Directly reach the add-on using this link in GSuite Marketplace
“Fillable Slide” makes Google Slide as live fillable form and store data, publish merged slide with email notifications.
This “Fillable Slide” add-on opens Google slide as live fillable form with the ability to store data into Google spreadsheet, publish merged slide as Google slide & PDFs along with templated notifications.
This add-on makes template processing easy with Google Slide. It comes very hand when you want to … anything that you have a template.
The fields are marked with ${field name} style in slide or can be created in the sidebar and inserted into the active slide.
The data filled in the google slide can be stored into a spreadsheet destination and be published as slide and PDF into a Google drive folder.
How To Setup ?
- Click on "Add-ons" Menu > Fillable Slide > 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 slide 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 slide
- 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 active slide
- 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 Slide" 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
- Destination Folder :
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. Slide Name
You can name your slide 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.
- Collaborators
You can share your slide with another using collaborator method
Click on the add button to add collaborators this will be explained briefly below
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
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 slide
Step 3
The Edit control provides Collaborators to Edit the slide
The View allows the Collaborator to only view the slide
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 Slide
To Open the Slide as a Form
- Move to "Form" tab
- Click on computer icon to see your slide as a magical web form.
- Fill the fields in the slide (In this example template slide1 is used.)
- Once done with filling all the fields, click on "Genarate Slide"
- Click on "Open" buttons to open as Google Slide or PDF
- The PDF appears similar to this
Deliver Slide
- 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
