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Auto populate a fillable PDF from a SharePoint list

New Here ,
Mar 18, 2020 Mar 18, 2020

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?

TOPICS
Create PDFs , Edit and convert PDFs , PDF forms , Security digital signatures and esignatures
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Community Expert ,
Mar 18, 2020 Mar 18, 2020

Hi,

 

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

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New Here ,
Mar 18, 2020 Mar 18, 2020

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

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Community Expert ,
Mar 19, 2020 Mar 19, 2020
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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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