Document Studio vs Managed Methods - West

Transform Google Forms™ responses and Google Sheets™ data into professional PDFs and personalized documents - automatically. Document Studio is a powerful, all-in-one solution for document generation and workflow automation. Built by a Google Developer Expert and security-audited for enterprise use. ► HOW IT WORKS 1. DATA SOURCE: Connect a Google Sheet or Google Form. 2. DESIGN: Create your template in Google Docs, Sheets, or Slides using {{markers}}. 3. AUTOMATE: Documents are generated on form submission, on a schedule, or manually. ► INTEGRATIONS Connect your documents to the apps you already use: • Communications: Slack, WhatsApp, Telegram, Discord, and Google Chat. • Project Management: Trello, Asana, Google Tasks, Notion, and Airtable. • Payments: Stripe, PayPal, and Razorpay with UPI Payment QR Codes. • Digital Signatures: Zoho Sign and Adobe Sign. • Messaging: SMS via Twilio or MessageBird. ► KEY FEATURES ► DOCUMENT GENERATION - Create PDFs, Word, Excel, or PowerPoint files instantly - Apply conditional logic with IF statements to show/hide content - Embed QR codes, barcodes, charts, and images automatically - Include form attachments directly in your documents ► SMART AUTOMATION - Send personalized emails via Gmail, SendGrid, or Amazon SES - Auto-organize files into custom Drive folders with smart naming - Schedule workflows or trigger on form submission - Merge multiple documents into one ► COMMON USE CASES • Business: Sales quotes, NDAs, purchase orders, and invoices. • Education: Student test results, certificates, and report cards. • HR: Offer letters, employee appraisals, and policy documents. • Events: QR-coded tickets and automated invitations. ► SECURITY & PRIVACY • Your data stays in your Google Drive. We do not store or share your data. • Security: Source code is audited by a Google-appointed security vendor. • Compliance: Student Data Privacy Addendum (DPA) available for US K-12 schools. ► GETTING STARTED Help Center: https://digitalinspiration.com/docs/document-studio Video Tutorials: https://www.youtube.com/playlist?list=PLIO7o3VwD0X9y87q0lTCh3YtIJuIi3kkT ► AUTOMATION EXAMPLES Here's a partial list of processes you can automate with Document Studio: ✓ Generate documents from Google Sheets™ and Google Forms™ ✓ Send text messages (SMS) with Twilio or Message Bird ✓ Create tasks in Trello or Asana ✓ Send mail merge with Gmail, Amazon AWS SES, SparkPost or SendGrid ✓ Send push notifications to mobile with IFTTT ✓ Post messages in Slack, Google Chat™, Discord, or Telegram ✓ Create folders, copy and share files with Google Drive™ ✓ Call webhooks with payloads using POST, GET or any method ✓ Organize files uploaded through Google Forms™ ✓ Rename files uploaded through Google Forms™ and save in Google Drive™ ✓ Create and send invoices with PayPal, Stripe or Razorpay ✓ Generate dynamic images from templates created in Google Slides™ ✓ Send documents for electronic signature with Zoho Sign or Adobe Sign. ✓ Send WhatsApp messages from Google Forms™ ✓ Create Airtable records from Google Forms™ and Google Sheets™ ✓ Send emails to unique CC and BCC recipients from Google Sheets™ Google Forms™, Google Chat™, Google Docs™, Google Drive™, Google Sheets™, Google Slides™, Google Workspace™ are trademarks of Google LLC. ► CHANGELOG v2026 (Feb 6, 2026) Send invoices with UPI Payment QR Codes, Stripe payment links. Coming soon, support for Notion. v2023 - Added support for WhatsApp and Airtable, Embed Google Drawings in Google Documents and Email templates. V2022 (August 15, 2022) - The all-new Document Studio is here and includes tons of new features and improvements. - Embed Google Charts in Sheets, Slides, Docs and Email - RTL Support for languages like Hebrew and Arabic - Support for Templated HTML through Scriptlets - Support merge tags in header, footer and footnotes of document templates - Resize Embedded Images in Google Docs Template - Embed URLs in Google Slides using the {{Embed Link, text, link}} notation - Attach files in Email using the {{Email File, File Name or File Id or File Path}} notation - File Upload questions in Google Sheets are hyperlinked to the original file (multiple files supported) - If a file upload question contains a single image, it is added inline in the Google Sheet. For questions with multiple file uploads, the file links are added. - Embed inline images in Sheets, Docs, Email and Slides using the {{Embed Image, file link}} or {{Email Image, file question}} notation - Add File Attachments column in Google Sheets and attach quick files in email - IFTTT Push Notifications - Organize File Uploads from Google Forms in Google Drive - Uploaded images from Forms are added as inline images in Google Docs, Slides and as links in email templates - Uploaded files from Forms are added as links in Google Docs, Slides and Email templates - New option: Create Read Only files in Drive to not allow revisions or comments - New option: Prevent viewers from downloading and copying files - New option: Attach generated files in email messages - Folder Management - Copy or create new files and folder for user onboarding - Time Delay features lets you postpone the workflow based on criteria - Combine and Merge multiple documents in one - Send email with Gmail, Sendgrid (limit 10 MB), Amazon SES, Sparkpost - File Sharing Options - Anyone - Anyone with the link - Anyone in domain - Anyone in domain with the link v21 - Added support for document tabs in Google Docs v20 - Google has deprecated Google Cloud Print. v19 - Improved concurrency checks when multiple Google Forms are submitted simultaneously, added option to include Response Edit URL in email notifications, moved email editor to Cloudflare CDN, removed HTML tags from subject line. v17.4 - Merge on Form Submit option restored in the Save section (thanks for the feedback). If a Google Form submission is routed to multiple email recipients and one or more email addresses is invalid, the notification would still go out to other valid email addresses. v17.0 - Google Forms Publisher lets you choose one or more Google Forms for which the documents should be generated. Document Studio can now be easily configured to either send emails, or merge documents or do both tasks simultaneously. The merge documents can be sent as file attachments with mail merge. v101 - Added option to resize images in documents that use Google Docs, Google Sheets or Google Slides as templates. v100 - Fix for document template markers. v99 - Resolved issue related to Google File Picker for selecting folders and documents in Google Drive v98 - Migrated to Chrome V8, makes the add-on faster and better. v97 - Fix permissions issue with sharing merged documents in Google Drive. v94 - Security Assessment completed by Google. Scopes updated. v91 - New Tutorial - How to generate PDF from Google Form responses - http://bit.ly/FormsPDF v88 - Automatically skip rows from merging that are hidden in the sheet or filtered. Added support for inline checkout for customers in India. v87 - Quotation marks and apostrophe issue resolved when different styles are used in the document template and source spreadsheet. v84 - Improved export engine for saving files in PDF and other formats. v83 - Bug fix for date issue in Google Forms where the output date in the generated document was off by 1 day for some timezone. v82 - Added support for Google Team Drives. Now select templates with the File Picker in Team Drives, store merged documents inside Team Drive folders. v81 - Google Sheets add-ons may have issues when a user is logged into multiple Google accounts in the same browser. This patch resolves the issue by asking the user to switch to the default account. v78 - Use the preview option to test your settings before running a live document or mail merge. Open sent emails directly from the merge sheet. Merge multiple rows into a single document. Include emoji in email message and subject. Code your own email templates in HTML. v74 - Added support for embedding inline images uploaded via the File Upload field in Google Forms. Bug fixes. v70 - You can now include {{placeholders}} inside the Header, Footer and Footnote section of Google Document templates. Bug fixes. v68: Improved marker detection in Google Slide Templates. Variable markers can now be used inside tables, shapes and groups of shapes or text objects. v67: Fix for Google Forms to support new lines in Paragraph fields. You can now create document templates with a large number of variable placeholders or {{markers}} v63: Bug fixes, date and time are now formatted in the Google Spreadsheet timezone v60: Added support for Gmail Aliases. Mail Merge documents and forms from any of your email accounts that are connected to Gmail. v59: Documents are regenerated when an existing form response is edited and resubmitted by the respondent. Improved Google Sheet formulae for QRCODE, GOOGLEMAPS and PAYPAL.

The ManagedMethods - Cloud Access Monitor is a tool to setup the domain's google services in Cloud Access Monitor. Once the admin user of the domain installs and registers the application, it sets up the Google SaaS app to the Cloud Access Monitor product and starts monitoring the services being used by domain users like google drive, mail etc.