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Automatically assign template to documents for signing

New Here ,
Oct 30, 2019

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Is there a way to automatically assign a template to documents for signing?

We have a very standard PDF that is given to us by a 3rd party for deliveries.

We are doing the deliveries but need to collect staff details when we complete these deliveries.

So we just need one template to be applied for all documents.

Is there a way we can automate this process so that when we need a new PDF setup for delivery we can email/send/use cloud storage to save the file, it will then pull out the file, assign the template and email it to us?

Topics

Adobe Sign forms, Manage documents, Workflow designer

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Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more

Automatically assign template to documents for signing

New Here ,
Oct 30, 2019

Copy link to clipboard

Copied

Is there a way to automatically assign a template to documents for signing?

We have a very standard PDF that is given to us by a 3rd party for deliveries.

We are doing the deliveries but need to collect staff details when we complete these deliveries.

So we just need one template to be applied for all documents.

Is there a way we can automate this process so that when we need a new PDF setup for delivery we can email/send/use cloud storage to save the file, it will then pull out the file, assign the template and email it to us?

Topics

Adobe Sign forms, Manage documents, Workflow designer

Views

34

Likes

Translate

Translate

Report

Report
Community Guidelines
Be kind and respectful, give credit to the original source of content, and search for duplicates before posting. Learn more

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