 Creation Widget

The creation widget allows users to generate files themselves by entering their personal data. Authentication via email or phone number with verification against a predefined list can be added to the widget.

To add a widget, go to "Widgets" - "Creation Widgets" and add a new widget using the appropriate button. You can create an unlimited number of widgets. To use a widget, it must be enabled.

Widget Fields

The main part of the widget consists of various elements—input fields, text blocks, dropdown lists, and more. All data entered by the user will be saved in a file on the Drive. Variables in the document used for file generation will be replaced by the values from the widget fields.

For each field, you need to specify:

• Field Label—displayed next to the input field, such as "Full Name" or "Email Address".
• Field Type—defines the appearance of the field.
• Help Text—shown below the field.
• Save to Variable—specifies which variable to store the entered value in. The variable should match the format used in the document for file generation, e.g., %name, %organization, %email, %phone.
• Required Field—if enabled, users must fill in this field.

To delete a field, use the "Delete" button, and to add more, use the "Add" button.

Fields will be displayed in the widget in the order they are arranged during setup. You can change the order by dragging the fields to the desired position.

Widget Settings

• Source Document—the document used for file generation. It must contain variables that will be replaced with values from the widget fields.
• Save Files to Folder—generated files will be saved to the specified folder, which can be moved anywhere within the Drive. If the folder is deleted, a new one will be created at the root with the document’s name. If "Create New Folder" is selected, a new folder will always be created.
• Email Template—if a field with the %email variable is included, the file can be sent to the specified email address. You can select an email template for sending the file.
• Widget Title—text displayed in the widget’s header.
• Subtitle—additional instructions or tips for filling out the widget.
• Button Label—text displayed on the file creation button. Default: "Create," but can be customized.
• Post-Creation Message—displayed above the generated file after successful creation.

Authentication

Authentication settings control who can access the widget.

• No Authentication—anyone can fill out the widget. If the widget includes %email or %phone fields, the data will be saved without verification.

• By Email—this ensures that the entered email address belongs to the user by sending a one-time verification code. If the code is not entered, the file will not be created.

  To enable email authentication, the widget must contain a field with the %email variable and have the "Required" option enabled.

  The "Sender" option allows you to specify the sender for the verification code email.

  Authentication via List—if enabled, the system will check not only ownership of the email address but also its presence in a predefined list. This helps restrict widget usage to a specific group. Click "Configure" under this setting to select a spreadsheet (or document with a table) containing the list of approved emails, and specify the relevant column. The "Remove Row" option determines whether to delete the email from the list after use, ensuring only unused emails remain.

• By Phone Number—this ensures that the entered phone number belongs to the user by sending a short automated call. The user must enter the last four digits of the callback number. If not entered, the file will not be created.

  To enable phone authentication, the widget must contain a field with the %phone variable and have the "Required" option enabled.

  Authentication via List—if enabled, the system will verify not only ownership of the phone number but also its presence in a predefined list. Click "Configure" to select a spreadsheet (or document with a table) containing the list of approved numbers. Numbers must be in international format with no symbols except "+" at the beginning, e.g., +71234567890. The "Remove Row" option determines whether to delete the number from the list after use, ensuring only unused numbers remain.

Allow Only One File Per User

If this option is enabled, a user can create only one file per email address or phone number. With authentication enabled, users must verify their email or phone first. Without authentication, users can simply enter a different email or phone number to use the widget again. The most reliable way to prevent repeated unauthorized usage is to enable authentication with a pre-approved list. If that’s not possible, phone authentication is a better alternative to limit multiple attempts.

Send File to Yourself After Creation

The generated file will be sent to the account’s email immediately after creation. You can select an email template for sending the file. In the Email Templates section, you can create a dedicated template for sending files to your account email. If you include the variable %data in the email text, it will be replaced with the file’s data in a table format.

Add "Share with Friends" Block

After a file is created, social media and messaging app buttons will appear below the preview, allowing users to share the widget link with friends.

Design

You can customize the primary color of the widget (buttons and main elements) and the text color of the button. Additionally, custom CSS styles can be applied to widget elements.

Domain

Specify the domain where the widget will be hosted. If someone tries to embed the widget on another site, it will not function. If you plan to use the widget via a direct link rather than embedding it, leave this field empty.

Embed Code

To add the widget to a website, place the provided code in the appropriate location. The code should be inserted exactly where the widget needs to appear, such as a separate widget page. If your CMS allows JavaScript embedding, use the standard code. If not, use the simplified version, which sets a fixed widget height and includes its own scrollbars. The standard code adapts the widget height dynamically without additional scrollbars.

Access via Link

The widget can be accessed via a direct link, which can be shared with users. To enable this, allow link-based access and copy the provided URL.

Widget Modification

If you need to modify the widget dynamically—changing its settings based on the page where it’s displayed—you can use a modifier table. This is useful for managing multiple widgets on a website or quickly updating the email template, design colors, or even the source document without creating a new widget. Learn more.