03-09-2021 10:55 AM
Hello everyone,
When I am viewing a Unity Form in the Unity Client's document retrieval, I have the option to send the Unity Form to a file and select a file format of "Default/TIFF Format" (Retrieve Document > Right Click > Send To > File Format: "Default/TIFF Format"). The resulting file is precisely what I'm looking for, but I need a way to do this in a workflow so I can upload that document to DocuSign. Is there a way to create a revision of the Unity Form document as TIFF in workflow?
Thank you,
EDIT: Thank you everyone for the help. It looks like there's no way around getting the PDF Framework license. I will be purchasing this soon.
03-09-2021 11:09 AM
There might be a better way, but I know you can convert a Unity Form to a PDF document (I think this is done upon submission). Then you can in turn send that PDF document either into a scan queue and use the image processing/data capture server to convert it to a TIFF image. Alternatively, you can take that PDF and use the Create PDF/TIFF Image workflow action to convert it to a TIFF. (NOTE: This workflow action requires the PDF Framework License to use.)
Hope this helps or someone else can provide an alternative.
Thanks.
Ryan Wakefield
03-09-2021 11:14 AM
In EP3 (but maybe as early as EP1, not sure when exactly it was introduced) there's an option in the form template configuration to save as an image on submit. So that may be an option depending on your version.
03-09-2021 11:24 AM
From the EP3 MRG, it looks like you can use the Create PDF/TIFF File action directly on a Unity Form.
The thing you'll probably have to play with is creating a revision of the same document. I know you can do a rendition or a new document. I've just never used it to create a revision. The gotcha with the rendition is I don't know if you can send a specific rendition to Docusign. I've never played with Unity Forms going to Docusign. It will be interesting to hear your results, because it's an intriguing idea.
Good luck!
Kris
03-24-2021 11:04 AM
When we update, I may look into this feature! It sounds great!
03-09-2021 11:24 AM
From the EP3 MRG, it looks like you can use the Create PDF/TIFF File action directly on a Unity Form.
The thing you'll probably have to play with is creating a revision of the same document. I know you can do a rendition or a new document. I've just never used it to create a revision. The gotcha with the rendition is I don't know if you can send a specific rendition to Docusign. I've never played with Unity Forms going to Docusign. It will be interesting to hear your results, because it's an intriguing idea.
Good luck!
Kris
03-09-2021 12:36 PM
Kris,
As I mentioned below, the Create PDF/TIFF File workflow action is only available to be used when you are licensed for the PDF Framework License. If you aren't, then this isn't available to you. (as you can see from the first Note)
03-09-2021 12:44 PM
Yeah, that's in the screen shot in my note as well. I just wanted to be sure Colin was aware he didn't have to convert to PDF first and then convert to tif. It can be done in one step.
Have a great day!
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