Why is a fillable PDF better than having the form sent to Laserfiche as a PDF?

Well, I was under the impression that for a federal form what is submitted needed to be the actual federal form and not one our organization made up. I now have our HR department checking on that theory to see if that is true. Does anyone else know what is required for those?

Apart from federal forms though, we do have insurance and retirement forms that will not take any form that is not theirs. In those cases, we would need to be able to take the signature from the Laserfiche form and put it onto a fillable PDF.

Hi Blake,

We are working on a similar process for one of our customers. What did you find out in regards to the W-9?  

Also, I second Blake's for this feature as well.  We have several instances where a customer would like to take the signature captured in Forms and put it into a PDF that matches the format of the original form.

Thanks,

Jen

We are also looking for a way to streamline the completion, collection and storage of employment forms (W4, I9, DE4, etc.). The IRS and the State of California provide revised, fillable PDFs each year. Our HR provider requires we use the most recent form. So as an example, at the beginning of the year, we always download the newest W4 form from the IRS website.

I was hoping to build a LF Form that would capture basic info (Name, Address, SSN, etc.) and then use Workflow to fill that PDF. The last step would be to capture a signature image and plug it into the PDF. With everything collected, Workflow could then automate the task of faxing the form to my HR vendor and storing the form in my Employee Files portion of the LaserFiche repository. 

That streamlined process would be of value for MANY if there's a way to make it work. I think we can all agree that capturing the data on the fillable PDF and then having to print it, obtain a signature, and rescan it is inefficient. LaserFiche always seems to come up with a solution that helps streamline these processes and I'm hoping that can be achieved here as well. 

Thanks,

Justin 

We too utilize this, we can use our in house forms and have the Laserfiche signature as part of the form. The problem we run into is the federal forms. So we do the fillabel PDf and email forms for final signature.

I agree, it would fall outside of the regulation compliance to be able to perform this action. How do you prove the legitimacy of the document\signature.

Is this something planned for the future?

Will this be available in Forms 10?

For 10, Forms signatures are not available in the PDF activities because PDF signatures require certificates, not just the image. Retrieve Forms Content activity does provide the signature as a base64 image, so it can be used in scripts if so desired.

Miruna, at the conference would it be possible for Laserfiche to show how what we are asking for could be accomplished using the base64 image? Similar to how before the signature field was available in Forms we were shown how to use some custom javascript, CSS, and fields to accomplish a signature field? It would be very useful.

Having the handwritten signature field from Forms pass through as an image to a PDF field would be a HUGE benefit!  We are using a process for parent registration for children's activities and we must have the parent signature for emergency treatment release.  While we are able to generate the PDF, we are then having to all of the forms and then ask 5,000 + parents to hand sign the completed form on the first day of the program and then scan it back in. There are several other situations where this would be very beneficial.

It's not as simple as it sounds. There are no "image" fields in PDF forms as far as I know. Some of the PDF field functionality that allows mimicking an image field requires Javascript to set up in the PDF form, which is a feature that Adobe does not expose to non-Adobe libraries.

I have searched alot on this topic & it really does seem like a feature that could help alot of companies out there. Would it be possible to have this as a feature anytime soon?

Hi David, we have created some custom scripting that has accomplished this. Please feel free to contact me if you are in need of the solution.

Thank you Andrew.

Would it be possible to explain to me how I could go about to execute this?

Andrew, I would be interested in this solution as well.

Hi Andrew, please add me to the list.

Your transferring the image to the repository to store in/with the form, why can you not make it exportable as a variable in png/jpg format to be added to a PDF form?  Would solve alot of problems I am having justifying LaserFiche as a viable platform for digital document management when we have to print all the documents to get a signature then scan them back into the repository.  Wastes space, time and trees!!

Guess you better add me to your list as well Andrew.

Andrew, how can I learn more about your solution?

Has anyone had any success with this?

Andrew, I would also like to know how to pull the signature from the LF form onto a pdf.

This is probably not ever going to be a feature. 

The legalities of taking a signature and putting it in another document is not possible, from my understanding. People could take a laserfiche form signature, and then put it on any document they wish. The end user would never know their signature was used else where. 

Andrew, could you send me your solution too?

Andrew-  Can you please send me your solution? Thanks in advance!

Hi Andrew,  Could you send me your solution? Thank you :)

Andrew, please send me your solution also if you can.

Hi Andrew! Would you mind sending over your solution as well please? :)

Hi Andrew, 

Can I please also request this functionality?

Thanks

Ziad

Late reply, but Andrew, is this still a possibility?

Hi Andrew,

I haven't been able to find out any information on this topic, so I'm very interested as well Andrew.  Can you please share how you were able to accomplish this. 

Thanks!

Joan