Webtzm Docs

Take a CV upload and file the application as a PDF

A four-person design agency hires twice a year and reads applications on a tablet. They want the CV in Drive next to a one-page summary they can annotate — not an inbox thread with an attachment somewhere in it.

Steps
4
Plan
Pro
Output
PDF + Drive files
Mode
Advanced builder
The scenario
An occasional hiring round on the agency's own careers page. Applicants send a CV, sometimes a portfolio, and answer three questions.
What you end up with
One PDF per application from the agency's template, and the uploaded files stored in a Drive folder the agency chose.
You need
  • Sheets and Drive connected
  • A Pro workspace — file fields and the PDF output are both Pro
  • A Google Docs template styled the way the summary should read
  1. Setup › Build

    Add the upload field

    Add a field, name it Portfolio or CV, and set its type to File. The field grows its own settings, because a file needs decisions a text box does not.

    A builder field set to type File, with its own settings for accepted types, size, count and image handling. Open full size
    Accepted types, maximum size, how many files, and what to do with images before they are stored.
    • Accepted types — narrow this. .pdf alone rules out a lot of nuisance and most surprises.
    • Size and count — up to 3 files, 25 MB each, and 75 MB per submission, inside the workspace's monthly file budget.
    • Image compression — on by default. A photographed portfolio page arrives as a sensible image rather than a 24-megapixel one.
  2. Setup › Output

    Choose the PDF output

    The output modes with PDF described as populating a styled Google Docs template then exporting one PDF per submission. Open full size
    PDF populates your Google Docs template and then exports it. The template stays a Doc; the delivered artefact is a PDF.

    You do not start from a blank page. Creating the workflow puts a starter template in the workflow's Drive folder, with a variable already in place for every field you defined.

    The generated Google Docs template showing double-brace variables for the submission reference, the timestamps and each form field. Open full size
    The template Webtzm created for this workflow. Each {{variable}} is replaced per submission — restyle the document around them and every future PDF follows.

    Open it, apply the agency's letterhead and typography, move the fields into the order a reviewer reads them, and delete the ones you do not want. Keep the variable text itself intact: that is what gets replaced.

  3. Setup › Output target

    Send it to a folder that already means something

    By default Webtzm creates Webtzm / [workflow name] in your Drive. For a hiring round that is the wrong place — applications belong beside the rest of the recruitment paperwork.

    The output target preview showing the Drive path, with a field for a custom Drive parent folder. Open full size
    Name a parent folder and Webtzm creates the workflow-named subfolder inside it. The preview shows the path you will actually get.
  4. Your own site

    Test with a real file, and watch the file row

    Publish the generated code and submit one application with an actual PDF attached — a small invented one. Uploads are the part of a form most likely to behave differently on a phone, so test on one.

    • The form shows a row per file while it uploads.
    • If a file breaks a visible rule — wrong type, too large — remove or replace it and submit again.
    • If an upload fails part-way, the row offers Retry. Use it rather than resubmitting the whole form.

What the hiring folder holds

For each application: the uploaded files, and one PDF generated from the agency's template with the answers already laid out.

  • The PDF is a normal Drive file. Annotate it, print it, move it into a shortlist folder.
  • The uploaded files sit alongside it, under the workflow's subfolder inside the parent you chose.
  • Deleting a file from Drive does not tell Webtzm. The delivery record still says it was delivered, because it was.

File budgets are monthly and workspace-wide: 10 GB on Pro, 50 GB on Pro Scale, with the same per-submission safeguards on both. A hiring round is nowhere near either; a public photo competition might be, so watch the usage tile if you run one.

Where to go next

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