How to Automate Document Creation Based on Record Data

[@davezovak3121]

Nice job, Jeff! I haven’t used the document designer or the information from a previous step very cool!

[@greginfla_1]

very nice

[@HealthandBeautyAP]

Time stamp: 2:39 - automation that saves info in a PDF and puts in record

[@ericbrown9864]

Can this work with existing forms/ contracts ? e.g. upload an existing contract, put fields where they need to be, format them to fit, save doc etc

[@STN-ZA]

So once a new record is created, a DD PDF can be automated and send the PDF by email to several email addresses- yes