Getting Started

Getting Started with DocMerge + FormPublisher

Welcome to DocMerge + FormPublisher! This guide will walk you through the installation process and help you create your first document merge.

Installation

Step 1: Install from Google Workspace Marketplace

1. Visit the Google Workspace Marketplace

   • Go to Google Workspace Marketplace
   • Search for “DocMerge + FormPublisher”

2. Install the Add-on

   • Click on the DocMerge + FormPublisher listing
   • Click the “Install” button
   • Review and accept the required permissions
   • Choose your Google account or organization

3. Grant Necessary Permissions

   DocMerge + FormPublisher requires the following permissions to function:

   • Google Forms access: To read form responses for document generation
   • Google Sheets access: To read spreadsheet data for merging
   • Google Docs access: To create merged documents from templates
   • Google Drive access: To save generated documents

   These permissions ensure the add-on can access only the data you explicitly choose to merge.

Step 2: Access the Add-on

After installation, you can access DocMerge + FormPublisher from:

1. Google Forms

   • Open any Google Form
   • Look for “DocMerge + FormPublisher” in the Add-ons menu

2. Google Sheets

   • Open any Google Spreadsheet
   • Find “DocMerge + FormPublisher” in the Add-ons menu

Quick Start Guide

Creating Your First Document Merge

This section will be updated with detailed instructions for creating your first document merge, including template setup and variable configuration.

What’s Next?

Once you have DocMerge + FormPublisher installed:

1. Create a Document Template - Design your Google Docs template with placeholder variables
2. Set Up Your Data Source - Prepare your Google Form or Sheet with the data you want to merge
3. Configure Variables - Map your template variables to your data fields
4. Generate Documents - Create your merged documents individually or in bulk

Need Help?

If you encounter any issues during installation or setup:

• Email Support: [email protected]
• Response Time: Within 1 business day
• Support Hours: Business days, 9 AM - 5 PM EST

For additional help, visit our Support page for frequently asked questions and troubleshooting guides.

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Ready to streamline your document workflow? Start creating your first template and experience the power of automated document generation!