If you have added a file upload question in your Google Form, Form Publisher will be able to insert the links or URLs of the files in your generated document. This tutorial will show you how.
- Time to complete
- Running a simple example
- 1. Create a Google Form which includes a File Upload item
- 2. Create your template in Google Docs, Sheets or Slides
- 3. Configure Form Publisher
- 4. Share your Google Forms
- 5. Collect the leads information and business cards
- Side notes: What if my template is a Google Sheet or Slide?
Exactly like the other question titles of your Form, if you have included a marker for this File Upload question in your template (from Docs, Sheets or Slides), Form Publisher will be able to replace your marker with the answer from this File Uploaded button.
Specifically, in the generated document, Form Publisher will fill your File Upload marker from your template with the URL of the file that has been uploaded from your form.
What you'll learn
The following tutorial will show you how to automatically generate with Form Publisher a document that contains the URL of the uploaded file from your Google Form:
Time to complete
Running a simple example
1. Create a Google Form which includes a File Upload item
Add in your form all the basic information that you want to collect from the company and the lead (name, function, department, email address etc.).
Include a File Upload item to let your Sales colleagues upload the leads' business cards. You can indicate the maximum number of files (up to 1, 5 or 10), the maximum file size (from 1 MB to 10 GB) and select which file types are allowed:
2. Create your template in Google Docs, Sheets or Slides
Design it in the way you want (or get inspired by the pre-designed templates from Google Docs) and add the markers in your template. They have to match exactly your question titles, as Form Publisher is case & space sensitive.
Our template (from Google Docs) looks like the following:
Notice the marker <<Please upload your business card>> at the bottom which refers to the question title for the File Upload item from your Google Form.
3. Configure Form Publisher
Select your template in Form Publisher, and set up the add-on on your Google Form as you usually do. If you need help in configuring Form Publisher, please consult our documentation or watch our video tutorial.
4. Share your Google Forms
Once your form is ready, share it to your colleagues, and ask them fill it and upload the business cards. They can either upload it from Drive or from their computer.
5. Collect the leads information and business cards
Once your Sales colleagues submitted their form, Form Publisher will automatically generate the document with their answers, as well as the PDF (if you enabled this option):
That's it! You can now click on the link to open the file / business card:
Note: All the uploaded files will automatically appear on a new folder in your Drive so that you can retrieve them easily.
On your responses spreadsheet, a link to the file will be added as the answer to the File Upload item. As usual, you will also get the generated files URL (Docs + PDF) from Form Publisher:
Side notes: What if my template is a Google Sheet or Slide?
In your spreadsheet
In the following example, we are dealing with internal orders for diverse IT facilities within the same company. We would like to be able to download internal order summaries directly from the invoice.
To do so, just add on a specific cell from your template the marker that matches your file upload question in your Google Form.
Once done, configure Form Publisher. Employees can then upload their order summary (in PDF format, for example) on your Google Form:
In the generated file, the marker will be replaced by a hyperlink of the file uploaded to your Drive, and you'll be able click and download it:
In your Slides presentation
For the moment, Slides API doesn't allow Form Publisher to insert the link of the file uploaded. So we recommend to use Google Docs or Sheets as a template.