Hi,
I am trying to create a document to email that can be electronically signed (does not have to be legally binding, even just typing their name) and then returned to me.
I can do everything but cannot easily get a dynamic form than they can type or even draw a signature & email back.
It is automatically created with their name & address & varying details depending on their circumstances. I name the file with special ID.
My current system works but is more time consuming than I would like & subscription to adobe I would otherwise not need.
My database creates the report, saves it as a pdf.
I click on the link I create, it opens the pdf, I click send & sign. I have to manually add the email address to the pdf application (although I get it to auto copy to clipboard), then a good few more clicks for acrobat automatically identify the areas that are for signature (clever really) and then send. Whilst pretty quick when for 20+ forms a day it does takes some time & lots of mouse clicks.
I would like to just choose those from a list & it creates & sends all at once with a few clicks.
I wondered if someway I could create either, excel spreadsheet or word doc with an area for signature. It is a sort of contract but really not worried about it being legally binding (which of course it would not be, the adobe is)
The tricky bit is getting access to create a document which will result in a fillable field or fields
Perhaps google docs, it often has such good integration with other platforms, If could create a form that syncs with google docs, I cannot see a way to create a gdocs in access as I would need different ones for each client.
Rather waffling but trying to see if there is a better way.
Thanks I/A
I am trying to create a document to email that can be electronically signed (does not have to be legally binding, even just typing their name) and then returned to me.
I can do everything but cannot easily get a dynamic form than they can type or even draw a signature & email back.
It is automatically created with their name & address & varying details depending on their circumstances. I name the file with special ID.
My current system works but is more time consuming than I would like & subscription to adobe I would otherwise not need.
My database creates the report, saves it as a pdf.
I click on the link I create, it opens the pdf, I click send & sign. I have to manually add the email address to the pdf application (although I get it to auto copy to clipboard), then a good few more clicks for acrobat automatically identify the areas that are for signature (clever really) and then send. Whilst pretty quick when for 20+ forms a day it does takes some time & lots of mouse clicks.
I would like to just choose those from a list & it creates & sends all at once with a few clicks.
I wondered if someway I could create either, excel spreadsheet or word doc with an area for signature. It is a sort of contract but really not worried about it being legally binding (which of course it would not be, the adobe is)
The tricky bit is getting access to create a document which will result in a fillable field or fields
Perhaps google docs, it often has such good integration with other platforms, If could create a form that syncs with google docs, I cannot see a way to create a gdocs in access as I would need different ones for each client.
Rather waffling but trying to see if there is a better way.
Thanks I/A