Digital forms that email an attached PDF using Google Apps

✨ OVER 600 STUDENTS!✨

COMPLETELY UPDATED FOR 2022 (coming very soon! I’m in the process of exporting and uploading.)

Excellent tool to streamline business for:

• Business Owners

• Freelancers

• Consultants

• Non-Profits

• Teachers

• Real Estate Agents

• Marketers

Welcome to Digital Forms that Automatically Email an Attached PDF using Google apps.

You will learn how to use online tools to reduce printed paper that can help alleviate clutter and keep you more organized.

Six Important Benefits to Going Digital

“Remember that time is money.” – Benjamin Franklin

1. Cheaper and faster

Regardless of the company or team size, paper is an expensive medium with hidden costs. Replacing paper forms saves money on paper, toner, cartridges, printer maintenance, storage, and copy fees.

Additionally, handling paper costs person-hours in the organization, filing, scanning, faxing, inputting, archiving, sorting, or searching.

Transitioning to digital forms saves physical and human resources on the bottom line.

2. Customize with specific data

Digital forms inherently also have the capabilities of a computer.

Easily insert or attach digital photos, barcodes, dropdown menus, digital signatures, or other data. Adding, removing, or editing sections of the form can quickly and efficiently be changed and distributed. Duplicating the form output and sending it out takes a few clicks rather than a team effort.

3. More reliable

Digital forms are always available.

The information is stored in the computer or on proprietary file servers and is readily accessible.

4. Secure and user-friendly forms

Digital forms offer a user-friendly interface and improve personal details, contact, or other information security.

5. Documentation in duplicate

Authorized people can quickly view the data in a spreadsheet, communicate received data to other applications, print it, or share it with others. A PDF version can also automatically email a copy of the PDF to the responder, departments, teams, or other people who need it. Additionally, the instruction shows you how to automatically send a copy for easy storage or archival for authenticity or backup.

6. Reduce human error

Digital forms can reduce errors and increase effectiveness by eliminating invalid submissions or unnecessary duplicates. In addition, authorized users can track form submissions, or you can automate notifications.

What form works better digitally?

Nearly any form works better in its digital form. However, this instruction looks at simple forms that you can use for:

• Volunteer forms

• Vendor submissions

• Waivers or permission slips

• Certificates

• Invoices / Purchase Orders

• Job applications

• Questionnaires

• Market research

• Surveys

• Training

• Agreements or contracts

What tools do you need?

A Google account will be required to use Google Drive.

Google Drive is a collection of office apps (Google Docs, Google Sheets, and Google Slides) available within Google Workspace.

For this instruction, you will use:

• Google Forms

• Google Sheets

• Google Docs

• Gmail

The email account sending the PDF will be the Gmail account associated with the Google Drive account. Therefore, you will not need to do anything within Gmail to complete this instruction.

You may also need a PDF reader. Google Drive and Google Chrome allow you to preview and print PDFs, so if that is enough for you, you do not need a PDF reader. Choosing the PDF reader that works for your circumstance is up to you.

PDF reader apps:

• Google Chrome

• Adobe Acrobat: Reader DC and Pro

• Foxit PDF Reader

• Slim PDF

• Microsoft Word

• WPS Office

Is there a demo?

Yes. The entire process is explained while you replicate the demo content. All the base demo content has been provided.

What will you learn?

The instruction focuses on teaching you the basics needed to understand the workflow. It includes copy and pastes elements and more detailed explanations as you progress.

By the end of the instruction, you will know how to:

• set up a Google Form;

• automatically send form responses to Google Sheets;

• automatically add responses to a Google Docs template; and

• automatically send an email with an attached PDF version of the document template.

What you will NOT learn:

This instruction assumes a general knowledge of Google Drive, spreadsheets, and documents. It will not provide education on:

• How to set up a Google account;

• How to use Google Drive and its apps; or

• The legality of your form elements, including but not limited to signatures.

For additional help, visit Google Support. The links are available in the Resources document.

Who should use this instruction?

This instruction uses Google tools that are available online. Anyone can use these tools as long as you have an account on the app.

If you are comfortable using a computer for business, you can follow these instructions.

How to use this instruction:

This practical instruction guide is best used in front of your computer. First, you must have a Google account. If you do not have one, you need to create an account. I’ve provided registration links in the Resources document.

How long will it take?

The course runs about 40 minutes, so you could have your form online in an hour if you already have written your form. 

I have used online forms for Volunteers Forms, Certificates, Waivers, Training, Internship Applications, Contracts, and Surveys.However, the options within Google Forms make nearly any type of form possible. 

If you want to save time and keep those stacks of paper at bay, buy this course to automate all those forms.

Dedicated to all the years that I spent gaining skills and not trying for my dreams.

“For what it’s worth: it’s never too late to be whoever you want to be,” F. Scott Fitzgerald.

Copyright © 2022 Black Mountain Brands All rights reserved.

Google, Google Drive, Google Forms, Google Docs, Google Sheets, Gmail, and their logos are trademarks of Google LLC or Google Inc.

For educational and informational purposes only. The use of Google products does not imply affiliation with or endorsement from Google.

No part of this course may be reproduced, or stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without express written permission of the publisher.

Best efforts have been made to ensure the accuracy of the instruction. However, Google product updates may change the workflow and functionality of the instruction.

Cover design by: Colby A. Walker

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Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!