Sync filled forms to drive

Boobesh Ramalingam
Boobesh Ramalingam
Co-founder of Guesswork.co.
"How to automatically create PDFs with Google Form Responses"- Quora

This is a common question from Google Forms users who need a file for each person who fills in a form. For example, you take rental applications and each one has to be on file in your tenants folder before you offer the apartment. Google Forms keeps answers in one list with no file per person and printing each response to PDF and moving it to the folder takes time you do not have. You can write a script for it, but then that script is yours to fix. With Formesign, you can automatically generate a custom pdf document when a user submits the form and sync it to your google drive folder. Even better, you can share it via email too. This is useful for generating invoices, agreements, applications, certificates, onboarding documents, consent forms and more.

Let's start. Upload your form as a PDF and follow the steps below.

Email attachment

  • Upload your PDF and click Proceed. On "Do you need the signed document to match your original PDF?", select Yes, keep my PDF exactly as it is and click Continue.
  • About a minute later, check the fields and click Proceed. On "How do you want the signature?", select Create a reusable link for recurring forms and click Continue. Your form opens in a new tab so that you can try it. Back on this tab, click View signed documents.
  • Each signer starts on Google Sign-in. If your users have no Google account, click Form, click the signature field and click Not required beside Verify identity.
  • Click on "Responses" tab
The tabs PDF Template, Form, Preview, Share, Signed PDF and Responses, with Responses marked
  • Click Kanban board
  • Click on the three dots for the column your responses land in, such as Submitted, and click Notify respondent
A column on the Kanban board with its three dots marked and its menu open on Notify respondent, which is marked
  • The Email respondent setup wizard will be displayed. Select the email address field, click Next
  • Update the subject, click Next
  • Update the message, enable the Include form response as attachment option and click Next
  • When Test email notification is displayed, submit a test response with your own email address in the form and click YES to complete the setup.
The Email respondent message step, with Include form response as attachment ticked and marked and the Next button marked
When the user completes the form and submits it, they will receive a confirmation email with the generated PDF document as attachment.

Sync to google drive

  • Click on "Signed PDF" tab
The tabs PDF Template, Form, Preview, Share, Signed PDF and Responses, with Signed PDF marked
  • Click Save to Google Drive
The Signed PDF tab's bar with the Save to Google Drive button marked
  • Select the preferred folder, click Next
  • Keep Save Entire form response ticked, click Proceed and authorize Google Drive access to complete the setup.
The Save to Google Drive dialog with Choose existing folder from drive chosen and marked and the Next button marked
When the user completes the form and submits it, the generated PDF document will be automatically synced to your google drive.
To collect responses, click on "Share" tab, copy the link and share it with your users.

Use Google Docs template

You can also start from your google docs. Click here to learn more.

Summary

If each rental application has to be on file, printing every response to PDF and moving it to a folder takes time you do not have. With Formesign, you sync your form to your google drive folder once and each filled application is saved there as its own PDF. Upload your form as a PDF and complete the steps above. If you have any questions, write to support.

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