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Participant
September 6, 2023
Question

Document flow for new hires

  • September 6, 2023
  • 1 reply
  • 481 views

I'm hiring a sales team and want to see if this is possible to automate in Acrobat Pro.  This is the scenario...

 

The candidate gets a link to an NDA they must sign before getting anything else from the company.  

Once the NDA is received, they automatically receive another form that requests information about the client (name, address, etc).  

Once that form is submitted, a third form goes out to them which is an onboarding document.  


Is this possible with Acrobat Pro?  I'd like to have the submission be the trigger for the next document to go out.  Hope that makes sense...help if you can, please!

 

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1 reply

Thom Parker
Community Expert
Community Expert
September 7, 2023

This is possible, but it has to be managed from a server script, not a desktop app like Acrobat. 

 

 

Thom Parker - Software Developer at PDFScriptingUse the Acrobat JavaScript Reference early and often
2112GregAuthor
Participant
September 9, 2023

Got it, thanks.  Wish there was an out of the box way to do this.  Appreciate it!