Help & FAQ

Q: How do I start using Documatic?

A: The first steps are installing Documatic from the Google Workspace Marketplace, opening Documatic while in a Google Doc™, and adding tags to the document. Or, rather than add your own tags, you can start by copying one of the sample templates, which already contains tags. See Getting started in the user guide for more detail.

Q: What is a tag?

A: A tag is placeholder text in your Google Doc™ which will be replaced by your inputs in Documatic. You can indicate text is a tag by wrapping it in single or double curly brace characters. Documatic supports three types of tags: text tags, content tags, and table tags. See tags in the user guide to learn more about each type.

Q: I'm trying to use a content tag, but I see this message: "No insertable content defined for this tag...." What should I do?

A: This is easy to fix! You need to add a corresponding meta table somewhere in the document. A meta table is a normal Google Docs™ table with a single column and a copy of the content tag in the topmost row.

Step by step instructions:

1. Copy and paste this content tag into your document: {{some-example-tag}}

2. Then, in the top row of a single-column table, copy and paste the same text: {{some-example-tag}}

3. In subsequent rows of the single-column table, add different options of content you might want to insert in place of {{some-example-tag}}

The end result should look similar to the screenshot accompanying this FAQ (displayed above or to the left) . The meta table and content tag don't need to be adjacent. See Content tags in the user guide for more help.

Q: Can I edit my document directly while I have the Documatic side panel open?

A: Yes! Press the "sync" button in Documatic to reload your document's contents without losing unsubmitted work in the side panel. See Can I edit my document while using Documatic? in the user guide for more detail, including handling conflicts.

Q: I did some work in the Documatic side panel, but I'm not finished. How do I save my work?

A: See How do I save my work? in the user guide.

Q: Why isn't my text tag showing up in the Enter text replacements section of the side panel?

A: See My text tag doesn't appear under "Enter text replacements" in the Troubleshooting section of the user guide.

Q: Why isn't my content tag showing up in the Select content to insert section of the side panel?

A: See My content tag doesn’t appear under “Select content to insert” in the Troubleshooting section of the user guide.

Q: Why isn't my table showing up in the Modify tables section of the side panel?

A: See My table doesn’t appear under “Modify tables” in the Troubleshooting section of the user guide.

Q: How do I undo changes made by Documatic in my document?

A: See Undo/revert changes made by Documatic in the user guide.

Q: How do I get help?

A: Look for the answer in the user guide! The user guide is a publicly available Google Doc™ compatible with Documatic. The guide also includes links to compatible sample templates to help you get started.

Or, if the user guide doesn't have what you need, email the developer at documatic.help@gmail.com for direct support.

Q: How do I remove the 100-use cap?

A: You're currently in free trial status. Follow directions in Pricing to get unlimited use of Documatic for $1 per month.

Q: The user guide doesn't answer my question (or TL;DR). How do I get support?

A: For direct support, email the developer at documatic.help@gmail.com.