How to send the daily fillable form requiring review, signature and forwarding to three managing departments
Hi there,
first of all I would like to apologise if this question is already present in the forum, but I was unable to find anything similar.
I also need to say that I am a novice with this software and trying to learn using all tutorials available.
Task:
I was able to create a fillable form. The form is divided in three sections.
On a daily basis the form needs to be filled and signed from Dept1(which is also the one sending the file out), passed to Dept2 to fill and sign, then again to Dept3 which will also fills and signs it.
I managed to create the form, specifying the order of signatures. We tried and it works fine.
Challenges:
My problem is that the same form, with the same requirements and hierarchy, must be sent to the same people on a daily basis.
- Could you please suggest the best way to do this and in the less complicated way for the sender (Dept1)?
- Is there any way to automate this process so that it is initiated every day at the same time?
- can the form contain a link to the a folder in the shared drive?
I have tried to use Adobe Sign, but I am confused and not sure on how to do this.
thank you so much for your help.
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