Secure a Document of Record automatically.
Get more details about the benefits of the document of record functionality and how to automatically generate them in our Help section.
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.
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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.
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.