Inkify for Google Forms

Setup guide

Start with the job your form is doing, then follow the matching setup path for the builder, Connected Forms, lookup Sheets, templates, licensing, and launch checks.

Team Seats are purchased on the website and managed in Inkify Hub. Exact-email assignment works right away; domain controls can be verified later.

Current sectionQuick startContents

Fast path

Set up Inkify in the order customers usually need.

  1. Install and open Inkify. In Google Forms, use the add-ons icon, choose Inkify, then choose Open Inkify setup.
  2. Choose the right form role. Pick Standalone signing, Requirement form, or Registration or intake form with requirements.
  3. Complete the recommended next steps. Use the role-specific buttons at the top of Guided Form Builder to jump to the right drawers.
  4. Check license and launch status. The License status drawer and sticky launch bar show whether anything blocks launch.
  5. Save & Deploy. Use the Live Inkify Link from the sidebar after deployment. Do not use the Google Forms responder link for signers.

Open Inkify

Open the guided builder or continue a staged change.

Choose Open Inkify setup for the guided builder. Choose Continue Inkify setup when Inkify has already prepared an ordinary setup change that needs an active-Form menu confirmation.

For a dashboard, Save & Deploy each Form, press Copy link under Your Inkify Form Link, then press Create or open a dashboard. Paste each Form link and press Add Form. Use Older dashboard setup only to maintain a dashboard created with the earlier process.

Form role

Pick the job this form is doing.

Form role changes the guidance, next-step buttons, and setup emphasis. It does not change the document purpose, signer behavior, PDF/email behavior, or Connected Forms payloads by itself.

Standalone signing

Use this when one Google Form only needs signatures, copies, storage, and a live Inkify link.

  1. Open Inkify from the Google Forms add-ons menu.
  2. Choose Standalone signing as the form role.
  3. Set the purpose, signature behavior, copy delivery, signed PDF template, and response storage.
  4. Confirm license status, then use Save & Deploy to update the live Inkify link.

Older dashboard setup — Requirement form

Use this only to maintain an existing dashboard that already uses the earlier role-based setup.

  1. Choose Requirement form as the form role.
  2. Set the requirement label, subject, validity window, and clearance policy.
  3. Create an invite for the registration or intake owner.
  4. Add lookup Sheets only when existing private records should count as already on file.
  5. Choose whether signed PDFs stay in the default folder or use source-context subfolders.
  6. Choose whether signee confirmation emails should BCC the connected source owner after that source owner accepts the invite option.
  7. Use the review queue only when the requirement needs owner approval before it clears.

Older dashboard setup — Registration or intake form

Use this only to maintain an existing dashboard that already uses the earlier role-based setup.

  1. Choose Registration or intake form with requirements as the form role.
  2. Accept invites from requirement owners.
  3. Accept or decline source-owner BCC when the requirement invite asks for it.
  4. Set the source context so requirement owners know what this registration is for.
  5. Configure dashboard mode, requirement groups, and optional handling.
  6. Install managed questions, review the form, then Save & Deploy.

Core setup

Complete the settings every live Inkify form needs.

PurposeChoose Simple signing, Waiver, Agreement, or Contract for document-type guidance.
Signature and copiesDecide whether signers must draw/type signatures, whether signed copies are sent, and whether the form is response-only.
Custom templatesUse a selected Google Doc as the signed PDF layout, then review Template Fields so placeholders map to form answers or system fields.
Response storageConfirm where customer-owned responses, PDFs, and Drive files are stored.
License statusOpen the License status drawer to refresh license state, buy or manage licenses, redeem codes, and view purchased codes.
Save & DeployUse this only when you are ready to update the live Inkify link for signers.

Signature and copies

Signature vs response-only changes what Inkify creates.

In Signature & copies, Require signature pad controls whether Inkify collects a signature and creates signed PDFs. Choose Yes when the signer must draw or type a signature and receive a signed PDF copy.

Choose No only for response-only workflows. Response-only forms can send response receipts, but they do not create signed PDFs; this can make Create Preview PDF or a preview PDF unavailable until signature mode is changed.

Support

Version and support diagnostics show what code the form is using.

The sidebar Version row shows the Marketplace add-on version loaded in Google Forms. If it says Update available, reload Google Forms. If the badge remains, close every browser tab for that Google Form, then reopen the Form from Google Drive; already-open Google Forms tabs can keep an older add-on iframe. Do not start a Connected Forms step while Update available is still shown. Continue only after the Version row shows a version number without the update badge.

Use Copy Support Info when support asks for diagnostics. The support block can include add-on build, latest Marketplace script version, Hub renderer, and form deployment state without exposing private form answers. If it says Form deployment: Save & Deploy recommended, click Save & Deploy after setup is ready so this form records the latest form-owned deployment metadata.

Production health

Inkify production status explains only confirmed, monitored impact.

View the Inkify production status page for sanitized component status and already-published incidents. Inkify performs private verification before a service interruption is published.

A Processing result is truthful: Processing means customer-owned synchronization has not yet proven the final result. It does not by itself prove an outage. A problem in one monitored component does not automatically mean every Inkify workflow is unavailable.

Production monitoring never reads Form answers, signatures, PDFs, email contents, or customer-owned files. It uses bounded readiness results, safe markers, counts, and synthetic test resources. Daily and weekly checks are bounded scheduled checks, not a continuous guarantee.

If your workflow remains blocked, contact support@naborlydone.com with the support code and a plain-English description. Do not send private setup codes, Form answers, signatures, PDFs, or private Google links.

Repair

Recovery and repair tools help fix owner-owned setup issues.

Signed Copy RecoveryEnter a Transaction ID or Workflow ID, then choose Resend Existing Copy or Regenerate & Resend when a completed copy needs to be delivered again.
Audit storageUse Audit storage when Drive has duplicate Inkify folders or storage looks disconnected. Choose the correct owner-controlled folder, then Save & Deploy.
Copied-form setup reviewCopied Google Forms can inherit old IDs. Review the duplicate setup warning, use Export setup code or Import setup when moving setup intentionally, then Save & Deploy after the new form is confirmed.

Custom templates

Map Google Doc placeholders before using a custom signed PDF template.

Use Custom Google Doc template when you need a signed PDF to follow your own document layout. Inkify reads placeholders from the selected Doc and shows them in Template Fields so you can confirm what will be replaced.

  1. Select the template Doc. In Copies & Storage, set Signed PDF Mode to Custom Google Doc template, then link the Google Doc.
  2. Review Template Fields. Inkify scans placeholders like {{Full Name}}, {{Email}}, {{Timestamp}}, {{TXID}}, and {{Signature}}.
  3. Fix anything marked Needs mapping. Choose a form question or system field from the dropdown, or check Ignore when the placeholder is intentional text.
  4. Use stable placeholders for long-term templates. Copy {{q:<itemId>}} placeholders from Template Fields when question wording might change later.
  5. Save and preview. Use Save Mappings, then Create Preview PDF before Save & Deploy.

Formatting checklist: keep placeholders as plain {{...}} text, avoid placing v1 placeholders only in drawings or comments, map or ignore every unresolved token, then preview the PDF before Save & Deploy.

System placeholders you can add even if they are not form questions{{Email}}{{Timestamp}}{{TXID}}{{Transaction ID}}{{IP Address}}{{Event ID}}{{Consent Version}}{{Consent Accepted At}}{{Consent Text Hash}}{{Signed Record Hash}}

Connected Forms

Add Form links. Send one dashboard.

Every Form in a dashboard is an equal Connected Form. You never choose where completion status is sent or received. Every active Form shares safe completion status with every other Form in that dashboard.

1. Copy each Form linkSave & Deploy each Form once. Under Your Inkify Form Link, press Copy link. Copy the Inkify Form Link from each Form.
2. Open the dashboard builderFrom any Form, press Create or open a dashboard. Inkify opens one page where you can add every Form.
3. Add FormsUse Paste an Inkify Form Link, then press Add Form. Repeat for any number of Forms. Each real Form name appears as a card.
4. Check and sendPress Open dashboard to see the signee view. Press Copy dashboard link and send it.

One link per Form

Use Open link when you want to send one Form by itself. The same stable Form link can also be pasted into more than one dashboard.

If you paste the same Form twice, Inkify keeps one card. If dashboard use is off, return to that Form and enable it, then paste the same link again.

If completing any one of several Forms is enough, open Some Forms are choices, check those Forms, and press Save choice. For example, adult liability OR minor liability can count as one choice. The signee only looks up their information; Inkify uses the Form already completed and does not ask the signee to choose or guess.

Dashboard link settings

Disable dashboard use stops that Form from being added or checked in dashboards. Its standalone Form link keeps working. Existing cards and their last verified dates remain visible as Connection ended.

Re-enable dashboard use and paste the same stable Form link to reconnect it.

Safe resumeIf a step does not finish, refresh the page and press Try again. An identical retry keeps the same card and link.
Older dashboards stay supportedUse Older dashboard setup only to maintain a dashboard created with the earlier setup.
Your folder remains yoursWhen storage setup is needed, choose Choose my Inkify folder. Each Form owner controls their own Google Forms, response Sheets, Drive files, signed PDFs, templates, emails, private keys, and retention choices.
Only completion status is sharedForm answers, signer identity, signatures, PDFs, templates, private Google links, and email content never move into the Naborlydone service or another owner's Google account.

If Inkify shows a support code: follow the plain-English next action first. If the step still does not finish, choose Copy support code and send only that code to support. Never send a Form answer, signature, PDF, or private Google link.

If Google Forms shows an update or storage error: refresh the Form, reopen Inkify, and choose the same goal again. Existing connections and customer-owned files stay in place.

Lookup Sheets

Connect private lookup Sheets one source at a time.

  1. Pick a private Google Sheet. Use Picker when available, or paste the Sheet URL/ID manually.
  2. Read columns and match identity. Required mapping is email plus either full name or first and last name.
  3. Test and save. Saved Sheets appear in the source list. Add another source when records live in another file.

If Inkify finds more than one matching record, the result needs review. Signer dashboards do not receive private Sheet IDs or row data.

Answers

FAQ and troubleshooting

Where do I see my license status?

Open the License status drawer near the top of Guided Form Builder. It shows the current badge, Refresh license action, purchase or manage options, Redeem license code controls, and purchased license codes when available. Team Seat assignment lives in Inkify Hub on the website; refresh the sidebar after an assignment changes.

How do I reopen or continue setup?

Choose Open Inkify setup for the guided builder. Choose Continue Inkify setup when Inkify has already staged an ordinary setup change. For a dashboard, Save & Deploy each Form, press Copy link under Your Inkify Form Link, then press Create or open a dashboard. Paste each Form link and press Add Form. Use Older dashboard setup only to maintain a dashboard created with the earlier process.

What should I do if Dashboard details could not be shown safely?

Do not recreate the dashboard. Check the Inkify Version row. If it says Update available, or the current build is older than the latest Apps Script version, close every browser tab for that Google Form and reopen the Form from Google Drive. Press Create or open a dashboard again only after the Version row is current. The existing dashboard and customer-owned files are not changed.

What am I reviewing when Inkify says Use existing PDF Confirmation?

Inkify found an existing PDF Confirmation column in the response Sheet. Choose Use this column & continue once. Inkify records the approval, avoids creating a duplicate, and finishes deployment automatically. Existing responses and column values are not changed.

Does Inkify read private Google Sheets?

Only the requirement owner add-on reads a selected lookup Sheet. Signer dashboards receive only the lookup result they need, not Sheet IDs, tabs, rows, or private row data.

Where do signed PDFs, responses, emails, and templates live?

They stay in the form owner Google Workspace. The customer-owned add-on handles Google Form responses, response Sheets, Drive storage, signed PDFs, custom templates, signed-copy emails, private signing keys, and retention choices.

How should I format a custom Google Doc signed PDF template?

Use normal Google Doc text with placeholders in double braces, then review them in Template Fields after selecting the Doc. Form-answer placeholders can use question titles such as {{Full Name}} or stable question tokens such as {{q:123456789}}. System placeholders that do not need matching form questions include {{Email}}, {{Timestamp}}, {{TXID}}, {{Transaction ID}}, {{IP Address}}, {{Event ID}}, {{Consent Version}}, {{Consent Accepted At}}, {{Consent Text Hash}}, and {{Signed Record Hash}}. Use {{Signature}} for a captured signature field.

Why are my custom template placeholders not replacing?

Open Copies & Storage, confirm Signed PDF Mode is Custom Google Doc template, then use Template Fields > Review Template Fields. Tokens marked Matched are ready. Tokens marked Needs mapping need a dropdown selection or an Ignore checkmark. Keep placeholders as plain {{...}} text where possible, avoid relying on drawings or comments for v1 placeholders, Save Mappings after changes, then create a preview PDF before Save & Deploy.

Can Inkify Help guide me from install to a multi-form dashboard?

Yes. Setup Coach is optional and starts only when you ask Inkify Help to start it. It can track safe progress metadata, such as counts, setup steps, and blocker categories, for up to 90 days. Automatic add-on setup sync is separate and requires opt-in in both chat and the add-on.

Where do connected requirement PDFs go?

By default, requirement PDFs use the requirement owner storage folder named Signed PDFs. When the requirement owner enables Create subfolders by dashboard source context, connected requirement PDFs can be stored as Signed PDFs / <dashboard source context>. The requirement owner add-on still creates and owns the folder and PDF.

Can requirement PDFs be organized by source context?

Yes, when the requirement owner enables the Dashboard Intent option Create subfolders by dashboard source context. The source context comes from the connected registration or intake dashboard, but the source owner cannot control storage routing or provide source-owned storage details.

Can the source form owner receive a copy of signee confirmations?

Yes, when the requirement owner enables Source owner copy on signee emails and the connected source owner accepts that option while accepting the invite. The requirement owner Google account sends the signee confirmation or signed-copy email and BCCs the trusted connected source owner. BCC is not visible to the signee.

Why does lookup not show all completed forms?

Optional public lookup checks legacy records and optional lookup Sheets that match the submitted identity. It does not open private Connected Forms projections from the public page. Private Connected Forms records are verified after the signee completes the dashboard flow, in the applicable customer-owned Google account. If a card says Not confirmed here, that does not mean the private connection failed: continue the required form, return to the dashboard, and use Inkify → Sync now only if a completed submission still shows Processing.

Will a dashboard recognize a requirement completed months ago?

Yes. First complete a dashboard member Form for that person so Inkify knows whom to check. Then run Inkify → Sync now on the Form with the older completion and on the Form where you review the dashboard. Inkify checks newer responses first, continues through older history in bounded passes, and updates only Inkify-managed status and date columns. It does not change submitted answers, resend receipt emails, or regenerate PDFs. If more than one historical transaction matches the same person, Inkify shows Needs review instead of silently marking it complete.

Why are response sheets missing fields?

Each form owner keeps their own Google Form response Sheet. A connected dashboard can show status for linked requirements, but it does not centralize every private answer from every requirement form into the source form response Sheet. New Inkify-managed response rows render their timestamps in that response Sheet's configured time zone, including a time-zone abbreviation, UTC offset, and IANA time zone so a shared Sheet stays clear. Existing historical rows are not rewritten.

Why are Submitted At and Signed At different?

Submitted At is when Google Forms accepted the response. Signed At is the final validated signature-completion time, so it can be earlier than Submitted At; response-only rows leave Signed At blank. Both are displayed in the response Sheet owner's configured time zone with the time-zone abbreviation, UTC offset, and IANA time zone. If a signer's device clock is implausibly far from Google Forms' server timestamp, Inkify uses the Google submission time for Signed At instead of recording a misleading past or future date. Older signed payloads that did not record a separate completion event may use the consent-acceptance time as the legacy fallback.

What does Response not confirmed mean?

Inkify stopped waiting because it could not yet prove that Google Forms recorded the response. Choose Check status again on the same page. Do not submit the form again unless the form owner asks you to. If the response remains unconfirmed, the form owner should open the updated Inkify setup and run Save & Deploy once to refresh that form’s owner-controlled submission settings. If Inkify asks to protect older PDF Confirmation history, approve keeping the existing receipt links and adding the new protected PDF Confirmation column. Existing response rows and receipt links stay in place.

What if Google Forms recorded my response but Inkify could not finish processing?

Do not submit the form again. Google Forms already recorded the response, so the signee may close the page. The Form owner should open the affected Google Form, choose Add-ons (puzzle icon) → Inkify → Open Inkify setup, review any launch issue, then choose Save & Deploy or Retry Deploy if shown. This repairs owner-side response Sheet, PDF, email, and Connected Forms processing without removing the Google response.

Should I use the Google Forms responder link?

No. After Save & Deploy, use the Live Inkify Link shown in the Inkify sidebar. The Google Forms responder link bypasses the Inkify signing page.

Why is Save & Deploy disabled?

Check the launch status near the bottom of the builder. Common blockers include a missing signed-in admin email, incomplete signature/copy settings, missing required storage setup, or Connected Forms questions that still need installation.

What should I do when the sidebar says an update is available?

If the add-on Version row says Update available, reload Google Forms. If the badge remains, close every browser tab for that Google Form, then reopen the Form from Google Drive so the Marketplace add-on can load the newest code. Do not start a Connected Forms step while Update available is still shown; that tab is still running an older release and can repeat an already-corrected setup error. Continue only after the Version row shows a version number without the Update available badge. If Support Info says Form deployment: Save & Deploy recommended, the add-on is loaded but this form needs Save & Deploy to refresh its form-owned deployment metadata.

How do I recover a signed copy?

Open Recovery and repair, enter the Transaction ID or Workflow ID in Signed Copy Recovery, then choose Resend Existing Copy or Regenerate & Resend. Recovery runs from the customer-owned add-on context and uses the form owner storage and email path.

Inkify Help

Ask a product question.

Sign in with an Inkify-recognized email to ask setup, privacy, terms, sidebar, and workflow questions. Setup Coach can optionally remember safe setup progress for up to 90 days; automatic add-on setup sync is opt-in and metadata-only. Do not paste private form responses, signatures, PDFs, private keys, Sheet rows, Drive file contents, templates, member data, or raw form content.

Checking access...

Use a recognized Inkify email: the Google account that owns Inkify access or an assigned Team Seat. If the sign-in link does not arrive or Help says temporarily unavailable, do not paste private form responses into support.

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