Hi, I need some directions... here is what I am trying to do.
Background: We want to generate customer-specific documents and run them through different departments to secure signatures. Depending on the type of document, there will be various departments involved in the approval process.
Steps:
- I have a customer table (single record per customer)
- I also have a few templates linked to the customer table identified in step 1. These templates will have static verbiage plus variable sourced from the customer table
- using an input form, the user should be able to select the template and the customer name (single record, through a dropdown)
- When the user selects the template/single customer name in step 3, and press a button, the system should generate a PDF (individual customer-specific)
- this PDF should go through the Docusign (or similar) approval process
- Ideally, we should be able to track who signed off and dates
Would you please advise how we should approach the above?
Thank you so much for your attention and participation.