Forum Discussion

Santiman21's avatar
Santiman21
Copper Contributor
Nov 23, 2020

Form Response to Document Template

Good Afternoon,

 

Please excuse if this isn't in the right place, I am completely new to this community. 

 

I am attempting to create an automated workflow in which submitted responses to a form will be applied to corresponding fields in a template.

 

I also would need help for best practices of setting up the template.

 

Additionally if it is possible to automate conversion of a DOCX file to a PDF, that would be helpful but not necessary.

 

I had read some other posts similar to mine but they were older and I don't know if processes have changed, but I couldn't get them to work appropriately for me.

 

Thanks in advance!

Resources