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WLS-ITGuy's avatar
WLS-ITGuy
Copper Contributor
Jan 19, 2023

Form submission with signature

I am looking for a solution that once a form is submitted it is sent to our admissions staff so it can be printed as it requires a wet signature for endorsement into the program.

 

Can anyone kick me in the right direction?

 

TIA

  • Damien_Rosario's avatar
    Damien_Rosario
    Silver Contributor

    Hi WLS-ITGuy 

     

    Hope you're well.

     

    There's a couple of options for this and Power Automate (workflow) is the key to your success.

     

    In Power Automate, I use the Plumsail connector to take the form results and put it into a document template, PDF and/or email out as a doc via a Power Automate workflow.

     

    The other option also uses a workflow and the Microsoft Word connector.

     

    Note that both options require a subscription.

     

    As an alternative, you could also drop the results into a plain text document to be printed.

     

    Here's the Plumsail link to give you something to consider:

    Power Automate actions and triggers — Plumsail Documents Documentation

     

    There's lots of videos on YouTube about how to do all this. See how you go and let me know if you have any questions?

     

    Cheers

    Damien

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