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

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Level 4

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.

1 Accepted Solution

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Correct answer by
Community Advisor

Hi,

 

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

 

Best Regards,

Rich. 

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2 Replies

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Correct answer by
Community Advisor

Hi,

 

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

 

Best Regards,

Rich.