Fillable PDF

scott.thompson23841

Has anyone tried to use the submit button on a fillable PDF form to send data into smartsheet?  Doens't seem to difficult but could use some guidance.

Alison

Hello Scott,

 

Thanks for reaching out!  Have you checked out our DocuSign app?  This is probably something close to what you're looking for.  If it's not, could I have you let me know more details on what would be different about what you'd like?

Kind regards,

Alison

Smartsheet Support

scott.thompson23841

Thank you for the response.  I did look at that plug in which takes data from smartsheet and inserts it into the formletter.

 

What I want is to fill out a fillable pdf form and click the submit button on it to send the data to smartsheet.

Andrée Starå

Hi Scott,

You could probably set this up with zapier, but I have another idea that I will check and get back to you if it works.

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant / Get Done

Andrée Starå

Hi again Scott,

How often will you need to send pdf forms?

Best,

Andrée

scott.thompson23841

Many each day - a few dozen perhaps.

Andrée Starå

Can you send me an example pdf form?

Jef Forward

I am curious - would a web form work in this scenario?  I am assuming the fill-able pdf is "living" somewhere outside of smartsheet?

Jef

Andrée Starå

Hi again Jef,

I missed your reply because of the previous issue with the forum.

Did you find a solution?

Best,

Andrée Starå - Workflow Consultant / Get Done

Matthieu Kaminski

Hi,

Following up on that. I would like to set up similar things. I am trying to deploy a reimbursement system for my office.



Once a person submits a form via smartsheet, I need to have a PDF pre-filled with all of the info including the ones that will be linked to other cells. 

Once the PDF is prefilled, I will need it to go thru DocuSign for signature. Once the user signs I will need to have smartsheed trigger an alert/change status of the row by "ready for submission".

Andrée Starå

Hi Matthieu,

You could absolutely do that with the Google doc or/and the DocuSign integration. Let me know if you need help setting it up. I'd happily work with you and create a solution. 

I hope this helps you!

Best,

Andrée Starå - Workflow Consultant @ Get Done

Andrée Starå

Hi Matthieu,

How did it go? Did you manage to get something set up?

Best,

Andrée Starå - Workflow Consultant @ Get Done

susan.schaefer

I am also curious as to the ability to import information from a fillable pdf directly to Smartsheet.  Thanks for any solution you can offer.

Andrée Starå

Hi Susan,

How would you like to use it?

Best,

Andrée

Denise

Hey Andree,

I'm looking for a similar solution to what Matthieu mentioned above.

Once a user fills out a Smartsheet form it is logged into my tracker. From there, I want to extract some fields into a fillable pdf and have the user sign the document. What are your suggestions?

Andrée Starå

Hi Denise,

Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD