New Project
The New Project panel is where a new project is configured and created. It collects all the information needed to provision the form, the template, the Drive folder structure, and the notifications in a single guided flow.
How to open it
From the sidebar, click New Project. Alternatively, from the Projects Workflow panel, click the New project button in the top right.
Structure
The panel is divided into five tabs, configured in order:
1. Project
The starting point of the project. Defines the identity and the access settings of the form:
- Project name — the internal name shown in the Projects Workflow panel and used to label the Drive folder
- Form description — optional text displayed under the form title to the respondents
- Form permissions — Collect email, Logged-in users only, Anyone with the link, Limit to one response
2. Questions
The form builder. Add and order the questions that will appear in the Google Form. Supported types: Short answer, Paragraph, Multiple choice, Checkboxes, Dropdown, Linear scale, Rating, Date, Time, File upload. Sections and headers can be used to organise long forms.
The question titles become the {{placeholder}} tokens available in the template.
3. Template
Defines the document that will be generated from each response. Two options:
- Template editor — write the document inside Doc Regia using the Header, Body, and Footer sections, with one-click placeholder insertion
- Existing template — link an existing Google Doc; the Auto-fill from questions option maps placeholders automatically from the form questions
4. Folders & DOC
Configures the output of the project:
- Output format — Generate DOC or Generate PDF
- Document file name pattern — uses placeholders to personalise each file name
- Folder name pattern — optional, organises generated documents into sub-folders
5. Share & Notify
Configures the notifications and sharing applied on every new response:
- Team email notifications — notify one or more fixed addresses on every new response
- Email to sender — send a confirmation email to the respondent, with an optional read-only link to the generated document
- Project sharing — share the project folder or the individual documents with one or more email addresses
Creating the project
Click Create Project at the bottom of the panel. Doc Regia provisions the Google Form, the folder structure in Drive, the template, and activates the hourly trigger. From that moment, every new form response automatically generates a filled document.
For a full step-by-step walk-through, see Quick Start → Create your first project.