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cooljazz94
New Participant
March 18, 2020
Question

Auto populate a fillable PDF from a SharePoint list

  • March 18, 2020
  • 1 reply
  • 4422 views

I have a use case where I'm trying to put information from a SharePoint list into an existing fillable PDF.  I would like to be able to look at the form fields in a form in SharePoint, perhaps check a checkbox to include or exclude standard information in the PDF. Once the PDF is filled in a digital signature can be added to the PDF. Is there a straightforward solution? What are the considerations that I would have to make?

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1 reply

ls_rbls
ls_rbls
Community Expert
March 18, 2020

Hi,

 

Have you consulted with Microsoft guidance the same question in a Sharepoint support forum?

C
cooljazz94Author
New Participant
March 19, 2020

No, I haven't; I thought I'd try the Adobe PDF aspect first.

ls_rbls
ls_rbls
Community Expert
March 19, 2020

Hi,

 

It seems that there are plenty of considerations to establish the workflow thet you're trying to establish.

 

The key here is integrating Adobe Sign with Sharepoint, for the digital signature workflow. The following links suggests a short tutorial : https://www.youtube.com/watch?v=XbcLEdGrQlw

 

And here is the Adobe Acrobat aspects on how to configure the web browser(s) and Adobe Sign integration guides :

 

 

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