Instantly populating documents with WebMerge is a huge time-saver, but add Google Cloud Print to your document workflow and you can automatically print the documents with almost any printer. No longer will you have to download files and manually print, they’ll just be waiting for you in the paper tray!
In this example, we’re going to show you how to automatically print an application PDF that is populated with information submitted by a prospective client using an online data capture form. Then the document will be instantly available to our office staff for review.
To get started, we’re going to setup the template for our application using a fillable PDF. We’ll add fields where we want the applicant’s information to go using a PDF editor like Nitro PDF or Adobe Acrobat.
Here’s what our application template looks like:
Once we have our application template ready, we need to upload it to WebMerge. From the Documents page in WebMerge, click the New Document button and enter a name. On the next step, select Fillable PDF as the document type and then pick the file from your computer.
After you have uploaded your PDF template, you’ll be taken to the Settings tab where you can modify various options like the type of file that is generated and the name of the file. In this example, we’re going to produce a PDF and include the name of our applicant in the file name.
Next, we’re going to setup the delivery of our document so that it is automatically sent over to Google Cloud Print for printing. Under the Deliver tab, click the New Delivery button and select Google Cloud Print from the list.
After you authenticate your Google Account, you’ll need to pick the printer that you want to use for printing. If you have not setup your printers in Google Cloud Print yet, please do so here.
Once you have saved your Google Cloud Print delivery, we’re going to setup our Data Capture form so that our customers can fill out an online form with all the data we need for the application.
Under the Data Capture page in WebMerge, click the New Data Capture button and enter a name. Then, we’re going to pick our application document that we just setup.
Next, we’ll be taken to the Builder where we can add fields to our form that connect up with the merge fields in your document. Feel free to customize the labels and field types on the form, then save and continue.
Once you have saved your data capture, we can jump over to the Publish tab and grab the URL to our form. We’re ready for a test!
Open up the Data Capture URL and fill in the information. Once you submit, the application will be populated and sent over to your printer!
Here’s what our application looked like ready to print:
Congrats, you’re all finished! You can now instantly print all kinds of documents that are generated with WebMerge. Can you think of any other ways that you can use WebMerge to simplify your paperwork process?