Skip to content Skip to main navigation Skip to footer

After a Form is Submitted, Generate a Document for eSignature

Configure a form to generate a document based on an Opero Documents template and serve the document for electronic signature using Opero Signature app whenever a form is submitted.

This could be useful in a process that requires you to collect data points for a contract using the form, generate the contract automatically when the person submits the form (which would include the field data they submitted), and then serve the generated contract for them to sign.

Configuration Steps:

  1. Configure your Document Action using Opero Documents app.
  2. The Document Action should be configured to send the document for eSignature using Opero Signature.
  3. Set the form’s completion action to “Document Action: eSign”.
  4. Enter a message in the “Completion Display Message” field to display once the document is generated and ready to download.
  5. Add the Document Action ID into the form field “Completion: Document Action ID”.
  6. If needed, create a Flow that will move field values from the Form Response to your Base object that the template is based on. The value in the related to on the Form Response is what is sent to Opero Documents as the base object record Id that the template is based on.
Related Articles