I'm wondering if there is a way to use a fillable PDF for my template? Our users want to be able to send the fillale PDF to their clients with information pre-populated from a Workview Object. Is there anyway this can happen?
Good morning Justin. One potential solution that you could look into is leveraging OnBase's Image Forms and Workflow to accomplish this request. WorkView data can be captured in Workflow and Workflow has the ability to populate Image Form fields.
