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Question

Laserfiche Forms: PO Approval Process - signatures

Forms Workflow Laserfiche
Updated July 1, 2016
asked on June 21, 2016

Howdy!

I'm in the process of setting up a PO Approval Process, and trying to get some input from other folks that may have done this before. Any and all input would be helpful!

The process starts in LF Forms; an employee fills out the form with all of the important information; Requester, Leadership information, Dates, cost codes, amounts, etc. The Form goes to leadership to proof-read the information. Once approved, it kicks off a workflow to fill the formal PDF form.

The WF looks like this:

 

The reason for the delay, is to give the WF a few moments to fill the PDF out, before assigning values. Without the delay, weird things happens. The Move Entry is to move it to another Repository.

The snag that I am running into is signatures; the PDF Form (the one that WF fills out) requires 3 signatures/stamps, one from the Requester, one of the approving leader and another from our procurement department. Since it's a PDF, and not an Electronic form, I can't use stamps or annotations.

 

I'm a bit stuck - suggestions?

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Replies

replied on June 21, 2016

City of Saratoga route contracts that need approvals electronically. (wet signatures are needed for the paper contract)  But Risk Management, Finance, and Attorney (to Form) just need to give their approvals. We route the Form to them and they click buttons on the FORM. the contract is a separate document. 

We then print our approval FORM to go with the paper contract. But an electronic copy of the Form with approvals could be a separate page of the PO.

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replied on June 30, 2016

I'm not really sure what you mean by "weird things happen" without the delay. The delay wouldn't even start until Fill PDF is done.

That said, why not do the review in Forms where you can collect signatures? The you can just let Forms save the final form to LF as a PDF.

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replied on July 1, 2016

I would love to do the review while in forms. But from my understanding the only signature that Forms will collect is the first one, by the initiator.

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replied on July 1, 2016

You can actually make separate forms for different user tasks throughout the approval process. On each form you create it can have a signature field where each person can then sign at each step of the approval process. This way you can collect as many signatures as necessary.

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replied on July 1, 2016

Okay - that's cool.

If I can get my 2nd domain to work correctly with forms I might take another look into that. If I can't get it to work, I'll probably be stepping away from using Forms and going back to SharePoint, which is depressing.

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replied on June 21, 2016
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replied on June 21, 2016

No dice. The document doesn't have an image.

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