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Getting Started with Document Generator Add-On

Start Automating in Minutes!

Eliminate the hassle of copying and pasting data – streamline document creation effortlessly.

document generator

 

Want to simplify your document creation process?

Generate Customise Documents from Google Sheet or Forms

Watch our video to see the Document Generator Add-On in action!

This step-by-step guide will show you how easy it is to generate documents—saving you valuable time! Don’t miss out on these helpful tips click play now!

Document generator video
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1. Install the Document Generator Add-On

• Click this Document Generator  link to open it in the Google Workspace Marketplace.

• Click Install and follow the prompts to give the add-on the needed permissions.

2. Create a Document Template

• Use Google Docs, Sheets, or Slides to design a template.

• Insert placeholders (or “markers”) that match the column names in your Google Sheet. For example, if you have a column labeled InvoiceNo, include the tag <<InvoiceNo>> in your template where the name should appear.

• If using a Google Sheets template, you can add formulas to automatically calculate values based on your data.

3. Open the Document Generator in Google Sheets

• Open the Google Sheets file that contains your data.

• Go to the top menu, click on Extensions > Document Generator > Start to open the add-on in the sidebar.

4. Select Your Template

• In the sidebar, click the Select Template button.

• A window will open for you to browse and pick your template file from Google Drive.

5. Enter Marker-Based Output Names for the Documents

• In the sidebar, set how you want to name each document. Use markers to customise file names based on your data.

• For example, if your sheet has columns InvoiceNo and Date, you can set the name as <<InvoiceNo>>_Invoice_<<Date>> to create files like “796_Invoice_2023-10-26”.

6. Select Destination Folder

• Click the Select Folder button in the sidebar.

• A window will open for you to choose a folder in Google Drive where all the generated documents will be saved.

7. Create Subfolders (Optional):

• If you want documents organised into subfolders, check the Create Sub Folders option.

• Use markers to name the subfolders. Separate markers with a slash “/” for a nested folder structure.

•Example: If you have columns called Department and Year, setting the subfolder structure to <<Department>>/<<Year>> will create folders like “Sales/2023” or “HR/2024.”

8. Select Data Source Sheet

• Choose the sheet that contains the data for document generation.

9. Choose Output Formats

• In the sidebar, check the boxes for the output formats you want. The options depend on the template type you chose. Formats include Google Docs, Google Sheets, Google Slides, MS Excel, MS Word, MS PowerPoint, and PDF.

• Example: If you want to create documents in both Google Docs and PDF, check those boxes.

10. Send via Email (Optional)

• To email generated documents, check Send Email.

• Choose the Receipt Column for recipient email addresses, and optionally add CC and BCC emails.

• Fill in the Subject and Body fields. Use markers to personalise the message.

• Choose the formats to attach by checking the boxes.

11. Generate Documents

• After you’ve set everything up, click the Run Now button in the sidebar. You’ll go to a new page with two options: Change Configuration and GENERATE DOCS.

• If you need to change any settings, click Change Configuration to go back.

• Click the GENERATE DOCS button to start creating your documents. You’ll see a progress indicator while the documents are generated.

12. Schedule Auto Run (Optional)

• To automate document generation, set up a schedule for the add-on to run automatically. Look for the Schedule Auto Run section in the sidebar.

• Choose how often you want it to run:

Hourly: Options like “Every hour” or “Every 2 hours”.

Daily: Set it to run once a day at a specific time.

1. Install the Document Generator Add-On

• Click this Document Generator  link to open it in the Google Workspace Marketplace.

• Click Install and follow the prompts to give the add-on the needed permissions.

2. Link Your Google Form to Google Sheets

• Open your Google Form.

• Go to Responses > Link to Sheets and choose to send responses to a new or existing Google Sheet.

• Now, each new form response will be saved in this Google Sheet.

3. Create a Document Template

• Use Google Docs, Sheets, or Slides to design a template.

• Insert placeholders (or “markers”) that match the column names in your Google Sheet. For example, if you have a column labeled InvoiceNo, include the tag <<InvoiceNo>> in your template where the name should appear.

• If using a Google Sheets template, you can add formulas to automatically calculate values based on your data.

4. Open the Document Generator in Google Sheets

• Open the Google Sheets file that contains your data.

• Go to the top menu, click on Extensions > Document Generator > Start to open the add-on in the sidebar.

5. Select Your Template

• In the sidebar, click the Select Template button.

• A window will open for you to browse and pick your template file from Google Drive.

6. Enter Marker-Based Output Names for the Documents

• In the sidebar, set how you want to name each document. Use markers to customise file names based on your data.

• For example, if your sheet has columns InvoiceNo and Date, you can set the name as <<InvoiceNo>>_Invoice_<<Date>> to create files like “796_Invoice_2023-10-26”.

7. Select Destination Folder

• Click the Select Folder button in the sidebar.

• A window will open for you to choose a folder in Google Drive where all the generated documents will be saved.

8. Create Subfolders (Optional):

• If you want documents organised into subfolders, check the Create Sub Folders option.

• Use markers to name the subfolders. Separate markers with a slash “/” for a nested folder structure.

•Example: If you have columns called Department and Year, setting the subfolder structure to <<Department>>/<<Year>> will create folders like “Sales/2023” or “HR/2024.”

9. Choose Output Formats

• In the sidebar, check the boxes for the output formats you want. The options depend on the template type you chose. Formats include Google Docs, Google Sheets, Google Slides, MS Excel, MS Word, MS PowerPoint, and PDF.

• Example: If you want to create documents in both Google Docs and PDF, check those boxes.

10. Send via Email (Optional)

• To email generated documents, check Send Email.

• Choose the Receipt Column for recipient email addresses, and optionally add CC and BCC emails.

• Fill in the Subject and Body fields. Use markers to personalise the message.

• Choose the formats to attach by checking the boxes.

11. Enable Auto-Generation for New Responses

• In the sidebar, find the section called Auto generate for [Google Form] responses.

• Click the Enable button to activate automatic document generation each time a new form response is received.

Note

• Scheduling and “Run Now”: Since the add-on auto-generates documents as soon as a response is received, you do not need to use the Schedule Auto Run or Run Now options.

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