Question

How to Email Fillable PDF as Attachment?

Forms Workflow

Updated May 6, 2015

asked on May 4, 2015

We have a workflow that is being kicked off from a forms submission. The workflow retrieves the Laserfiche Forms Content-> Fills out a Fillable PDF, and then has an email activity that currently is setup to attach the starting entry. When I tested it, it failed because it says "No entry was specified". I'm pretty sure it's regarding the starting entry. Do I need to create an entry before filling out the PDF so it will attach to the PDF correctly? Here is what I currently have:

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SELECTED ANSWER

replied on May 4, 2015

Yes. The PDF activity has the same entry set as Attach E-doc, right?

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replied on May 4, 2015

As Miruna said, you have no starting entry unless in your Create Entry process, you click the checkbox that says "Change starting entry to be output entry" under creation options. Your other option is just to target the output of the create entry in your email attachment.

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replied on May 4, 2015 • Show version history

I did something like this in one of my workflows, where after the submission was done, I use the Search Repository function to mind the most recent file in the destination folder, and for the first result found in the folder, Email this out as an attachment. This works for me, under the assumption that nothing else is going to show up in this folder beyond the filled-out form.

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replied on May 4, 2015

You don't need a starting entry though, you need to email the entry you just created. There's no need for a Search Repository, you already have the entry from Create Entry.

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replied on May 4, 2015

So I do need the Create Entry activity correct? And then for the Fill Out... activity I just make sure that is set to the one created for the "Create Entry" output entry? Then I do the same thing with the E-mail activity, have it set for the "Create Entry" activity output entry?

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replied on May 4, 2015

You need Create Entry, yes. Then you need Attach Electronic Document to set the PDF on the new entry. Then you need Fill PDF to fill in the fields. Then you can email it out/

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replied on May 4, 2015

OK, so this is what I have come up with based on your feedback. Does that look correct?

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SELECTED ANSWER

replied on May 4, 2015

Yes. The PDF activity has the same entry set as Attach E-doc, right?

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replied on May 4, 2015

Yes

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replied on May 6, 2015

Blake,

I created a process very similar to yours.

Are the people receiving the PDF having to interact with it in any way?(fill in fields, sign) I am having trouble with the attached PDF(in the email) not going to the recipient with the fields being available nor the submit button.

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replied on May 6, 2015

No, in this case we filling in a PDF and then merging the data so it is not editable and emailing it to them for their own records.

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replied on May 6, 2015 • Show version history

Have you handled a PDF that does require editing? If so how did you get the fields to go across as editable from Laserfiche?

Edit: a little more background. I am using Workflow to access a database that will fill in most of the fields, i do however require that they need to sign the document and possibly fill in a field. when the PDF is sent the fields including Signature are not available to be edited.

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replied on May 6, 2015

That's a setting in the Fill PDF activity: "make content permanent". You can turn it off.

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replied on May 6, 2015

thank you

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replied on May 4, 2015

Hmm - good point...I might be able to take that step out, now that you mention it!

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How to Email Fillable PDF as Attachment?

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