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Level 4
Feb 10, 2023 9:47 PM UTC
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Can a custom form be applied automatically to a a document upload to Proof?

Is there any way to have a custom form applied to every document uploaded to Proof with automatic approval stages? We're trying to have a form available to track some specific information for every invoice that is uploaded for approval vs. adding it as a manual step after the document is uploaded and converted to a proof.

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Richard_Le_
Richard_Le_Accepted solution
Community Advisor
Feb 13, 2023 9:11 AM UTC

Hi,

 

You could achieve this with Fusion, but it's not possible using the native Workfront functionality.

 

Best Regards,

Rich. 

2 replies

Richard_Le_
Community Advisor
Richard_Le_Community AdvisorAccepted solution
Community Advisor
Feb 13, 2023 9:11 AM UTC

Hi,

 

You could achieve this with Fusion, but it's not possible using the native Workfront functionality.

 

Best Regards,

Rich. 

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cwatsonAuthor
Level 4
Feb 14, 2023 8:31 PM UTC

Thanks, Richard.

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