Can a custom form be applied automatically to a a document upload to Proof? | Community
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New Participant
February 10, 2023
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Can a custom form be applied automatically to a a document upload to Proof?

  • February 10, 2023
  • 1 reply
  • 694 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.

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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_Accepted solution
New Participant
February 13, 2023

Hi,

 

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

 

Best Regards,

Rich. 

cwatsonAuthor
New Participant
February 14, 2023

Thanks, Richard.