Automatically generate and deliver a PDF document and then archive it to your content management system or repository of your choice to easily maintain compliance.
After your customers complete and approve an online form, you can easily transfer that information to the appropriate data manager. However, you may want to — or be required to — provide a receipt for your customer or keep a record yourself to document the data source.
Using the document of record feature, you can easily add an automated step into your document workflow process to ensure record keeping compliance. Document of record will generate and deliver a PDF document, as well as archive it in a content management system or repository of your choice.
Automatic generation
Let your customers automatically generate a document of record, for printing and archiving, that automatically reflects all changes you may have made to the form and hides fields you want to exclude.
Out-of-the-box workflows
Generate and archive documents that you can easily drag and drop into your workflow with out-of-the-box workflow steps.
Get more details about the benefits of the document of record functionality and how to automatically generate them in our Help section.
Learn how to generate a document of record that is triggered when a user clicks the submit button on an adaptive form in our Help section.
जहाँ Adobe Sign जैसे किसी भी ई-सिग्नेचर सॉल्यूशन का इस्तेमाल करते हुए किसी भी फ़ॉर्म या डॉक्युमेंट के लिए सुरक्षित और कानूनी ई-सिग्नेचर से बहुत से कस्टमर्स या अपूर्वर्स को समानांतर या क्रमिक रूप से साइन इन करने की ज़रूरत हो, वहाँ अप्रूवल प्रोसेसेज़ को सरल बनाएँ.
Visually design workflows to connect forms, onboarding, and customer communications while integrating data along the way to allow you to route content and approvals in real time.
बैक-ऑफ़िस एंप्लायीज़ द्वारा रिव्यू, अप्रूवल और डिज़िटल सिग्नेचर्स के लिए कस्टमाइज़्ड वर्कफ़्लोज़ और सेंट्रलाइज़्ड डैशबोर्ड के ज़रिए यहाँ तक कि चलते-फिरते भी ऐप्लिकेशन सबमिशन्स रूट करें.