Generate, preview and sign a pdf, which contains all entries of a record producer after submission

[Shalin]

Dear SNOW Family, 

we have a few record producers, for which it is necessary to create a pdf from the filled intake form, which can then be reviewed and signed by the requester after submission. 

Our research so far only concluded in the assumption that the current way to go is fillable pdfs. However, as we do not want to upload and map new fillable pdfs whenever the content of the record producer changes, we would prefer a more sustainable solution, hopefully a scripted (dynamic) one. 

Any hints, code snippets and further questions would be highly appreciated!

Many thanks and kind regards,

Shalin

[michaelj_sherid · Accepted solution]

Hi @Shalin The way to go without a doubt are document templates. This would be the means for you to meet your requirement using OOtB functions. The Document Template can be regenerated to get updated data points based on your use case. There are additional functions within document templates (ia.k.a. Advanced Forms) so I would encourage you to view some of the videos and documentation found here. 

Regards,

Mike