Collect the leads information and business cards They can either upload it from Drive or their computer.ĥ. Once it is ready, share the Google Form with the file upload item with your colleagues, and ask them to fill it out and upload the business cards. If you need help in configuring Form Publisher, check our documentation. Select your template in Form Publisher, and set up the add-on on your Google Form as you usually do. Due to technical limitations, if you add other markers in the same cell, Form Publisher will remove them and only the link marker will be generated. Note: If you are using a Google sheet template, add the marker that will contain the link in a dedicated cell. Notice the marker > at the bottom, which refers to the File Upload item's question title from your Google Form. Our template (from Google Docs) looks like the following. They have to match precisely your question titles, as Form Publisher is case & space sensitive. Create your template in Google Docs, Sheets or Slidesĭesign it the way you want (or get inspired by the pre-designed templates from Google Docs) and add the markers in your template. You can indicate the Maximum number of files (up to 1, 5, or 10), the Maximum file size (from 1 MB to 10 GB), and select which file types are allowed.Ģ. Include a File Upload item to let your Sales colleagues attach files to the Google Form in the form of images or docs of the leads' business cards. Create a Google Form with a File Upload itemĪdd in your form all the essential information you want to collect from the company and the lead (name, function, department, email address etc.).
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