You are viewing limited content. For full access, please sign in.

Question

Question

Can workflow take a date field off Forms and place the parts into an agreement like this:

asked on March 4, 2021

Can workflow take a date field off a submitted LF Form and place the parts into an agreement like this:  

THIS AGREEMENT made effective this ___9th___ day of ___November___, A.D. 2021.

1 0

Replies

replied on March 4, 2021 Show version history

I am excited about my new project:  I had started a Draft Agreement Process, but last week I saw a demonstration at the Laserfiche Empower conference where you can get workflow involved in a form to complete a template.  The users would pick a template during the form process which prompts them to fill in specific fields required by their template (usually a standard agreement that they do a lot of), then workflow kicks in and fills in the blanks on an actual blank template for the type of agreement they chose, and emails the draft to the user to send out to the other party for signatures!  Workflow will usually only need to fill in the date, the other party name and info, effective and expiry dates (depending on which template they pick).  Meanwhile, the form process carries on with different steps, including uploading the signed agreement and Saving to Laserfiche!  

1 0
You are not allowed to follow up in this post.

Sign in to reply to this post.