Can a custom form be applied automatically to a a document upload to Proof? | Community
Skip to main content
Level 4
February 10, 2023
Solved

Can a custom form be applied automatically to a a document upload to Proof?

  • February 10, 2023
  • 1 reply
  • 698 views

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.

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Richard_Le_

Hi,

 

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

 

Best Regards,

Rich. 

1 reply

Richard_Le_Community AdvisorAccepted solution
Community Advisor
February 13, 2023

Hi,

 

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

 

Best Regards,

Rich. 

cwatsonAuthor
Level 4
February 14, 2023

Thanks, Richard.