Hi there, I have had Adobe Sign (formerly echosign) since it became available.
In an effort to tighten up my workflow, I have taken Acrobat DC for a test drive.
I uploaded my contract to Acrobat and have added the appropriate fields via “prepare form”.
Like my contracts, there are multiple fields of the same kind, i.e. signature, initials, name, etc.
The ultimate workflow I would like to create would look like this;
- Client contacts us through website contact form.
- That data is then sent to Acrobat.
- The fields in Acrobat would auto populate with the corresponding fields from the contact form.
- I would then do whatever final adjustments I need to and...
- send to echosign.
That said, my question is not about how to add fields to a form, but how to auto populate them with external data. I want to reduce, if not eliminate as much of the repetitive manual data entry I can. Oh an finally, if I cannot create this workflow (even though I think the answer lies with custom tools and action wizard) I am wondering if there is a place where I would put the persons general information so it would automatically fill the corresponding fields? Thank you. Alexa
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