Hi All,

I am curious how other individuals approach document generation and signing using Laserfiche, Forms, and Workflow.  We are using a combination of Forms and Workflow for our process:

• A user submits a form with gift information.
• That form is stored in Laserfiche with the action history and the business process information.
• A workflow is invoked on the saved gift form to generate a letter.  This letter needs to be modifiable, so its generated in Word format using a custom script block.
• The generated/edited letter needs to be routed to various people for review and approvals.  What is the best way to do this?  Thoughts/notes:
  • We cannot (easily) use certificate signing, as we have many individuals outside our organization that will need to sign such letters.
  • Can we send the letter back out to Forms and use the approval engine?  I like how clean and simple the approval interface is in Forms.
  • Can you accomplish signing with stamps or meta-data (templates) inside Laserfiche/Workflow?  We wouldn't want users to be able to manipulate meta-data or sign for people other than themselves.

Curious about how other people have accomplished similar tasks.  Much Thanks!