Need to automate a pre-filled PDF

ALTaylor

Hi folks, this is what I need help with:

We have a form where people submit a request for parking pass at our worksite. They give us the info we need, and then a member of our staff reviews their request. Upon approval of the request, and this is where I am stuck, we want to automate such that a pdf is generated with the requestors information that they print and put on their dashboard.

How do we automate a pdf that can be generated, populated with the requestor's information, and emailed out after we approve? I'm not sure how to do this and was having difficulty finding info online. Thanks for any insight!

Andrée Starå

Hi @ALTaylor

I hope you're well and safe!

Have you explored using the Document Builder feature?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå

Hi @ALTaylor

I hope you're well and safe!

Have you explored using the Document Builder feature?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!